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Introduction to Papers
Updated over 2 years ago

Welcome to Papers! We know that forms and documents are a BIG part of a practitioner's life. Our goal is to help you share and receive information from your clients as easily as possible.

The Papers feature has 4 key parts:

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My Form Templates

This area lists all form templates you'll be sharing with your clients. These templates fall into three types

  • Intake

  • Mental Health

  • Consent

Notes & Other Templates

This area lists all form templates you'll be filling yourself. These templates fall into two types

  • Clinical Notes

  • Other

You can add custom templates like Super Bill to this section.

Documents

The documents section allows you to upload and share any practice or clinical documents with your clients.

Template Library

The Template Library offers a list of preset templates that you can copy to your templates to use.

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