Custom Forms

Опубликовано: 15 Май 2026
на канале: TherapyNotes
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With TherapyNotes new document builder, creating and sharing documents is now easier than ever before. Practice users can create documents, such as Practice Agreements or Cancellation Policies, and share them directly with patients through TherapyPortal. These components are just the beginning, and we will be adding more in the future to allow you to create fillable forms!

In this video we'll be discussing how to create customizable forms that are shareable via the client portal, how to format each form to fit your needs, and how the client can view and sign these forms in their portal account.

For written instructions and information see https://support.therapynotes.com/arti....

If you have any additional questions, please contact our support team at 215-658-4550 or email us at [email protected]. As always, our support is free and unlimited.

TherapyNotes.com is an online practice management system for behavioral health, featuring robust notes, scheduling, and billing features. To start a free 30 day trial, click here: https://hubs.ly/H09QP8k0

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