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  3. Form and Note Templates

Form and Note Templates

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  • How to maximize note window
  • How to Share Signed Consent Forms with Clients
  • How to Convert Your Own PDF Intake or Consent Forms into Digital Forms
  • AI Assessments (how to set up and use AI for assessments)
  • How to Customize and Edit the Contact Form in TheraPlatform
  • How to Add Footer to Note Templates, Intake and Consent Forms
  • Customize AI Note Templates for Progress Notes
  • How to Display the Provider's Actual Signature on a Consent Form Signed by the Client
  • How to copy templates (e.g. notes, intakes) between different templates categories
  • How to Assign Note Templates to Provider Types
  • How to Purge Notes Under Todo Missing Notes
  • How to Add a Table to Your Consent Forms
  • How to Add a Table to Your Intake Forms
  • Enhance Your Templates: Add Tables to Notes and Forms
  • How to View Notes to Clients (messages) You Wrote on Consent, Intake Forms and Shared Resources
  • How to Remove Your Own Logo on Certain Therapy Notes
  • How to add Client's Name and/or DOB of the Client as the Footer on Notes
  • What plans allow for templates?
  • Consent forms
  • How to cancel a from (e.g. intake or consent form) that was sent to client?
  • Unable to lock notes (e.g. chart, progress notes, SOAP, assessment and treatment plan, etc.)
  • NOTICE OF PRIVACY POLICIES (HIPAA AUTHORIZATION,HIPAA Form)
  • Start and end time on notes (therapy notes, SOAP, assessment, etc.)
  • How to add a customer document
  • How do I remove a Wiley License from my account and subscription?
  • Purchased Wiley Treatment Planners but Still Asks me to Purchase
  • How do I enable Wiley treatment planners and assign a license?
  • How to hide scoring from reports?
  • Customize Client Portal
  • Customize and Edit Demographic Form
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