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