Note and Form Template Exchange

How to Vote on a Template Pinned Featured

• Ryan Buchmann, MA, MFT, CADC-II
• August 14, 2018 19:34

1 vote 9 comments

employees can not read notes and documents until clients sign or complete them

• Nichole C. Ditch
• March 13, 2023 22:36

0 votes 0 comments

Progress note template order in drop-down list

• Marie L. Sweeney
• March 11, 2023 22:49

0 votes 1 comment

Adolescent informed consent

• Mary Dashiell
• March 03, 2023 14:30

0 votes 0 comments

Esignature ability for Practitioner

• Haylee Clark, MA, LPC
• March 02, 2023 03:17

0 votes 0 comments

Tickler Reminders

• Vickie Peters
• March 01, 2023 22:08

0 votes 0 comments

Can I UPLOAD a CLIENT'S MEDICAL RECORDS into their SP chart?

• Jerome Stone
• February 24, 2023 06:24

0 votes 0 comments

Upload a PDF to Progress Notes?

• Rachel Herr
• February 23, 2023 23:45

0 votes 0 comments

using assessment template for intake form

• Ingrid Manfredo
• February 13, 2023 22:37

1 vote 1 comment

Option for Spanish-speaking portal and review and submission button

• George J. Ramos
• February 11, 2023 19:42

1 vote 0 comments

Ability to share form temples with other SP clinicians

• George J. Ramos
• February 11, 2023 19:40

2 votes 1 comment

Form for Splitting Bill

• Alexis Mitchell
• February 08, 2023 07:32

0 votes 0 comments

Therapist

• Esmilsa E. Alford-Christian
• February 05, 2023 00:44

0 votes 0 comments

Is there a way to add the clinician signature to consent forms that are also signed by patient

• Sidra Beckett
• February 01, 2023 23:21

0 votes 1 comment

Question: "Congruent to Content" meaning

• Erin Beery
• February 01, 2023 21:20

0 votes 0 comments

SDQ

• Jen Pollock
• January 30, 2023 17:53

0 votes 0 comments

Calendar No Longer Displaying Note Icon

• Cara Cassidy
• January 29, 2023 23:59

0 votes 0 comments

Email/Notification for All SP Providers about Voting for Templates?

• Emily Mortensen
• January 25, 2023 21:07

0 votes 0 comments

automatically send weekly forms

• Leslie Rith-Najarian
• January 25, 2023 16:38

0 votes 0 comments

Scoring of rating scales

• Leslie Rith-Najarian
• January 25, 2023 16:34

0 votes 0 comments

Owner/LMSW, LCDC

• Carol Uchechukwu
• January 14, 2023 20:49

0 votes 0 comments

Wiley Treatment Plan MIA

• Karen Wall
• December 22, 2022 15:45

0 votes 1 comment

Red Flags Rule - policy re: photo identification

• Jennifer Letourneau
• December 21, 2022 03:31

-1 votes 0 comments

Getting both client and clinician e-signatures on ROI

• Luella Heetderks
• December 19, 2022 23:19

2 votes 1 comment

Edit Good Faith Estimate

• Jerod Michael
• December 15, 2022 19:38

0 votes 0 comments

Audit Ready Notes and Printing Feature

• Tish Reid
• December 15, 2022 16:36

0 votes 1 comment

Editing automated response emails for appointment requests.

• Caroline Post Cone
• December 08, 2022 17:49

1 vote 0 comments

Manuel

• Pam Worbes
• November 27, 2022 02:38

0 votes 0 comments

Good Faith Estimate "Template"

• Kimberly L. Chan
• November 19, 2022 04:19

8 votes 5 comments

filling in a release of information form

• Ana Perez
• November 18, 2022 18:26

0 votes 6 comments