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Tutorials: Adding documentation

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Mar 5, 2025
6:05

Want to add documentation to a client's chart that's not tied to a specific appointment? In this video, we’ll walk you through the different options available in SimplePractice. Learn how to create chart notes, administrative notes, diagnosis and treatment plans, good faith estimates, mental status exams, and scored measures. Plus, discover how to use document templates and share files with clients for e-signature. For more details, check out our Help Center: https://support.simplepractice.com/hc... #SimplePractice #IntakeForms #PracticeManagement #ClientPortal

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Tutorials: Adding documentation | NatokHD