Note and Form Template Exchange

How to Vote on a Template Pinned Featured

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

4 votes 13 comments

Change Excel Report/simple practice inputs to show different Payment type

• Laura Cardenas
• March 16, 2025 21:43

0 votes 0 comments

Identification collecting

• Daniel Adkins
• March 15, 2025 23:11

0 votes 0 comments

Insurance vs Self Pay - Payments Get “Lost”

• Jennifer Doane
• March 13, 2025 15:06

0 votes 0 comments

Editing existing and already posted invoices for insurance company

• Elizabeth Power, LMFT
• March 12, 2025 23:01

1 vote 0 comments

Inland Empire Enrollment with Availity

• Cheryl Gilbert
• March 12, 2025 14:36

0 votes 0 comments

IMCANs assessment

• Netali Chopra
• March 09, 2025 15:40

0 votes 0 comments

Minor Client Turns 18

• Lisa Pryer
• March 08, 2025 13:38

0 votes 0 comments

Macros

• Charles Hunt
• March 06, 2025 20:54

0 votes 1 comment

Inquiries Update

• Shannon Rueter, LCSW
• March 06, 2025 18:21

0 votes 0 comments

MAJOR PROBLEM WITH BLUE CROSS BLUE SHIELD OF MICHIGAN ERA AND PAYMENT DATA SINCE RECENT PAYER ID CHANGE

• Kevin Stachowiak
• March 06, 2025 14:00

0 votes 0 comments

Editing practice name on superbills

• Virginia Felder
• March 06, 2025 01:39

0 votes 0 comments

Can I send multiple invoices in one single email?

• Jill Groves
• March 06, 2025 02:12
• Edited

0 votes 0 comments

Not able to see all clinician sessions in mobile app

• Carrie Balick
• March 05, 2025 20:58

0 votes 0 comments

Upcoming Birthdays

• Nnamdi Okafor
• March 04, 2025 19:13

0 votes 0 comments

Faster way to print all notes for a medical records request?

• Whitney Fulmer
• February 27, 2025 18:59

0 votes 2 comments

Gender Dysphoria Assessments?

• Ruth Larson
• February 27, 2025 16:53

1 vote 2 comments

admit issues

• jane morgan
• February 27, 2025 00:13

1 vote 4 comments

Having Multiple Time Zones

• William Dempsey
• February 26, 2025 20:32

1 vote 4 comments

When AOB requirement Started

• Marti Border
• February 26, 2025 19:32

0 votes 0 comments

"Fail to admit" client from waiting room

• Miranda Galbreath
• February 26, 2025 17:06

0 votes 6 comments

Payment not accounted for on Superbill

• Ashley Cook
• February 26, 2025 13:30

0 votes 0 comments

How Do I Edit the Header for Notes and Forms?

• Beth Hall
• February 26, 2025 01:23

0 votes 0 comments

Scheduling delivery of assessments I have created

• Andrea High
• February 24, 2025 17:40

1 vote 1 comment

Report of people that have outstandfing files to complete (under Clients & Appointments?)

• Wendy Belding
• February 22, 2025 19:31

1 vote 0 comments

Collaborative documents/forms with clients

• Erin Evanson-Lass
• February 22, 2025 02:25

1 vote 2 comments

Hurting small practices

• Maria Pipitone
• February 21, 2025 13:07

1 vote 0 comments

Recent Activity Report

• Samantha Stayton
• February 20, 2025 18:11

0 votes 0 comments

Consent Forms

• Edward Groneman
• February 20, 2025 15:32

1 vote 0 comments

Why don't they answer some way to help us?

• SHEILA HOLT
• February 19, 2025 21:48

0 votes 0 comments