Forms, Documents, Notes, and Treatment Plans Video Tutorials
Forms, Documents, Notes, and Treatment Plans Video Quick Links
- Adding & Editing System Forms
- Building Custom Forms
- Spanish System Forms
- Collecting Credit Cards on File
- Creating & Editing Consent Forms
- Using Assessments With Clients
- Adding Diagnoses to the Client Record
- Creating Treatment Plans for Clients
- Understanding Progress Note Templates
- Documenting a Client Session
- Using Session Feedback & Questionnaires
- Adding Administrative Notes to the Client Record
Adding & Editing System Forms
Explore built-in intake paperwork, screening tools, and system templates to streamline your clinical workflows. For step-by-step text, see Using System Forms.
Building Custom Forms
Create, organize, and tailor custom intake forms, questionnaires, and documentation templates for your practice. Check out detailed steps in Creating a Custom Form.
Spanish System Forms
Access and send pre-translated Spanish intake forms, assessments, and client documentation. Review full written instructions in Spanish System Templates.
Collecting Credit Cards on File
Customize and share the Credit Card Authorization Form to securely collect payment methods through the Client Portal. For a text walkthrough, check out the Credit Card Authorization Form guide.
Creating & Editing Consent Forms
Build, customize, and manage practice consent forms and policy documents for client signing. Learn more here: Adding Consent Form Templates.
Using Assessments With Clients
Send clinical screening tools, review auto-scored results, and track client progress over time. Explore more details in Auto-Scored Assessments and Sharing Assessments With Clients.
Adding Diagnoses to the Client Record
Add, update, and manage ICD-10 diagnoses directly within a client's chart and clinical records. If you would rather read, view our Managing Client Diagnoses guide.
Creating Treatment Plans for Clients
Build comprehensive treatment plans with goals, objectives, and interventions connected to clinical documentation. Prefer reading? Check out Creating and Activating Treatment Plans.
Understanding Progress Note Templates
Review built-in progress note formats like SOAP, BIRP, and DAP to select the structure that fits your documentation style. See full details in Accessing Note Templates.
Documenting a Client Session
Open, draft, edit, and sign progress notes to keep your clinical documentation efficient and compliant. Review full written instructions in Creating Progress Notes.
Using Session Feedback & Questionnaires
Send post-session check-ins, create custom questionnaires, and review client feedback responses. For more details, see Session Bridging (Session Feedback).
Adding Administrative Notes to the Client Record
Add, format, and pin administrative sticky notes to client charts for quick practice-wide visibility. Check out detailed steps in Creating Non‑Session Notes.