Note and Form Template Exchange

How to Vote on a Template Pinned Featured

• Ryan Buchmann
• August 14, 2018 19:34

1 vote 3 comments

Add a diagnostic assessment that I created to a client's chart

• Sherri Conran
• May 10, 2021 01:02

0 votes 0 comments

Custom Forms and Font Preferences

• Virginia A. Ballantyne
• May 05, 2021 00:02

0 votes 0 comments

Adding an ROI that you fill out together to client's chart

• Cindy Vang
• May 01, 2021 00:01

0 votes 0 comments

Updating COVID screening form to include a preliminary question asking if they are fully vaccinated.

• Elizabeth Brunson, MS/EdS, LCMHC, NCC, EMDRIA-Certified
• April 28, 2021 17:17

0 votes 0 comments

I need help with release of info

• Jaida Paolini
• April 21, 2021 19:40

0 votes 1 comment

records release form

• Joanne Beraldi
• April 21, 2021 16:11

0 votes 1 comment

Re-sending forms to a new client after I made a mistake in his email address

• Vicki L. Eaton
• April 14, 2021 19:14

0 votes 3 comments

How Can I Customize the Mental Status Exam?

• Kimberly A. Mahr
• April 08, 2021 02:33

0 votes 0 comments

Weight History

• Melanie Sherman
• April 05, 2021 17:20

1 vote 1 comment

are custom forms integrated into client files

• Cynthia Seager
• March 23, 2021 22:28

0 votes 1 comment

does any one know how to add a signature

• Tina Kun
• March 22, 2021 20:22

0 votes 1 comment

Need color for new clients

• Linda Falkner
• March 21, 2021 14:58

0 votes 5 comments

Completing Intake Forms Realtime with clients

• Sylvia Dorsey
• March 19, 2021 19:48

0 votes 3 comments

Questions group

• Dawn Crosson
• March 19, 2021 19:21

0 votes 0 comments

Standard Progress Note question

• Heather Schulien
• March 18, 2021 01:55

0 votes 1 comment

Couples Assessment that includes IPV screening

• Katharine Petzold
• March 17, 2021 19:21

0 votes 0 comments

Adding fillable DSM-5 Cross Cutting Measures to Template Library

• Michele Tennyson
• March 15, 2021 19:41

0 votes 2 comments

telehealth note template

• Jessica Jarrard
• March 09, 2021 16:11

0 votes 2 comments

creating and attaching progress note

• Tracey E. Reed
• March 03, 2021 23:01

-1 votes 0 comments

After visit summary to send to clients

• Lauren Mahakian
• March 03, 2021 01:29

0 votes 2 comments

Copy question format in New Template

• Diane Dempcy
• February 25, 2021 19:33

0 votes 1 comment

Does anyone know how to format in their assessment document they created through SP?

• Angelina Vitucci
• February 24, 2021 21:23

0 votes 1 comment

Client Forms

• Kyle Bridgman
• February 19, 2021 22:22

0 votes 2 comments

Uploading Driver's License

• Kimberly Brown
• February 19, 2021 19:13

1 vote 1 comment

How to delete clients and sessions on unbilled appointments/submit claims page?

• RITA DE CASSIA SILVA
• February 17, 2021 02:32

0 votes 6 comments

Electronic Signatures

• Vicky Kent
• February 15, 2021 22:16

2 votes 0 comments

Working Alliance Inventory - Therapeutic Relationship Questionnaire

• Art Nelson
• January 31, 2021 07:03

2 votes 2 comments

questions about uploading my practice documents, sending them to clients and seeing documents clients have filled in

• Joanne Baum
• January 27, 2021 18:14

0 votes 0 comments

CBT Worksheets?

• Lauren Krug
• December 17, 2020 22:02

0 votes 0 comments