Note and Form Template Exchange

I sent clients paperwork to wrong email address. How can I resend paperwork? Answered

• Susan Valentine
• January 21, 2021 20:59

-1 votes 3 comments

How do I add additional goals and objectives to a Basic Tx plan?? Answered

• Amy Thompson
• January 21, 2021 02:50

0 votes 1 comment

DAS Answered

• Dr. Jason N. Linder
• January 20, 2021 20:58

0 votes 1 comment

Shared document signed by client but no other details Answered

• Anna Schäfer Edwards
• January 19, 2021 23:32

0 votes 1 comment

Deleting a session Answered

• Genna Ricotta
• January 18, 2021 21:46

0 votes 1 comment

note designer Answered

• Mr. Tracy Dunlap, MPA, LCSW
• January 15, 2021 04:32

0 votes 1 comment

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

0 votes 22 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

14 votes 21 comments

Editing Features for Intake Forms & Consent Documents Answered

• Arielle Schwerd
• January 12, 2021 16:46

2 votes 6 comments

Adding a table to an Intake Form Answered

• Nancy Jarrett
• January 10, 2021 19:48

0 votes 1 comment

How to upload original practice documents Answered

• Nicole C. Jackson
• January 07, 2021 22:50

0 votes 6 comments

client's uploading files Answered

• Christine Foster
• January 06, 2021 22:01

0 votes 1 comment

How do I have my business name on my consents and intake forms please? Answered

• Maria A. Channell
• January 06, 2021 16:00

0 votes 1 comment

Request to schedule appointment for video call with support team Answered

• N Denise Davidson
• January 05, 2021 03:09

1 vote 3 comments

Looking for form/template for additional charges for preparing clinical summary, etc Answered

• Dr Patricia Richmond
• January 05, 2021 00:02

0 votes 1 comment

deleting intake documents Answered

• Alicia Weeks
• January 04, 2021 17:23

0 votes 1 comment

fee agreement Answered

• Christine Mckeehan
• January 03, 2021 23:41

0 votes 1 comment

client having trouble accessing my telehealth Answered

• Madeleine B. Jenny
• December 31, 2020 02:50

0 votes 1 comment

Autosave malfunction? Answered

• Steven Gioielli
• December 30, 2020 14:07

0 votes 2 comments

Anyone have a sample of a family intake form stat? Answered

• Susan Robens
• December 30, 2020 01:43

0 votes 2 comments

Trouble with Switching Template Answered

• Jackie Newman
• December 27, 2020 16:44

0 votes 1 comment

Deleted Several Original Consent Forms Answered

• Nicole Blair
• December 23, 2020 03:00

0 votes 3 comments

Inital Treatment Plan Answered

• Susan Robens
• December 20, 2020 19:09

0 votes 3 comments

How to access forms form the template library to use directly when documenting in a client file Answered

• Bethany Harvey
• December 19, 2020 23:22

0 votes 2 comments

CBT Worksheets?

• Lauren Krug
• December 17, 2020 22:02

-1 votes 0 comments

Fee Increase

• Justin Mink
• December 12, 2020 14:41

0 votes 2 comments

Consent for Updated Practice Policy Answered

• Rachel Harris
• December 10, 2020 19:26

0 votes 1 comment

Assessments for kids

• Karen Feeney
• December 04, 2020 17:22

0 votes 1 comment

same email for more than 1 client Answered

• Cinny Roy
• November 22, 2020 14:58

-3 votes 6 comments

New View of the Notes Answered

• Ajita Gupta
• November 20, 2020 21:38

1 vote 1 comment