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Client Notes, Forms and Files
Learn how to write notes, use online forms and save documents and files to a client's record.
Client Notes
- Creating a Session Note Template
- Creating and Managing Session Notes
- Adding Supervisor Signatures to Notes
- Tracking Completed Session Notes
- Importing Session Note and Form Templates from our Library
- How To Handwrite Session Notes
- Using reMarkable For Writing Notes
- Using Speech to Text to Record Session Notes
- Using Diagnosis Codes
Online Forms
- Add Contacts to Client Profiles Using Online Forms
- Collect Multiple Client Insurance Records Automatically Using Online Forms
- Getting Started with Online Forms
- Using the Form Designer
- Sending Online Forms to Clients
- Adding Client Authentication To Online Forms
- Submitting an Online Form as a Client
- Using Scored Forms
- Online Form Expiry Date
- Example Telehealth Consent Form
- Changing Note Templates to Form Templates