Note and Form Template Exchange

How to Vote on a Template Pinned Featured

• Ryan Buchmann
• August 14, 2018 19:34

1 vote 3 comments

Client cannot submit documents

• Misty Watkins
• June 15, 2021 14:17

0 votes 0 comments

Documenting clients progress

• Susan Robens
• June 12, 2021 02:59

0 votes 0 comments

Client sending document to me

• Samantha Watson
• June 08, 2021 15:16

0 votes 0 comments

updating existing portal forms

• Kirsten Jettinghoff
• June 06, 2021 17:00

0 votes 0 comments

Forms Customized for Clients

• Amy Zajakowski Uhll
• May 19, 2021 16:21

0 votes 1 comment

Signing progress notes - receiving error

• Chris Cannida
• May 18, 2021 17:25

0 votes 0 comments

Minor and Adult Signature

• Lindsey Kovalik Bianchini
• May 16, 2021 20:42

0 votes 1 comment

Carol Lynn Winters LPC

• Carol Lynn Winters
• May 14, 2021 00:26

0 votes 1 comment

{billing_month} variable doesn’t populate

• Kaerensa Craft
• May 12, 2021 12:13

0 votes 0 comments

Custom Forms and Font Preferences

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

1 vote 2 comments

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

• Cindy Vang
• May 01, 2021 00:01

0 votes 1 comment

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

1 vote 4 comments

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 7 comments

How Can I Customize the Mental Status Exam?

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

0 votes 1 comment

Weight History

• Melanie Sherman
• April 05, 2021 17:20

1 vote 1 comment

How to add a second signature to all consent forms so that both adolescent and parent can consent Answered

• Christine Guzzardo
• March 31, 2021 14:25

-1 votes 2 comments

Templates Answered

• Ellen Bronder
• March 30, 2021 19:58

0 votes 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

1 vote 5 comments

Need color for new clients

• Linda Falkner
• March 21, 2021 14:58

1 vote 5 comments

Completing Intake Forms Realtime with clients

• Sylvia Dorsey
• March 19, 2021 19:48

1 vote 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

Re-sending Intake documents for ongoing services. Answered

• Heather Conover
• March 11, 2021 15:25

-1 votes 1 comment

Change invoice information Answered

• Dr. Audrey La Noce, DO
• March 10, 2021 15:54

0 votes 3 comments