Since rolling out Documentation Worksheets to everyone a few weeks back, we've heard from so many therapists who are loving the new feature. And one of the most common things folks tell us is how well worksheets pair with Custom Documentation Templates.
Honestly, that's our favorite combo too. And both are fully customizable.
A custom template lets you define the structure of your documentation -- the exact sections, headings, and language your practice (or your supervisor, or your insurance reviewer) actually expects.
A worksheet lets you define the inputs -- the repetitive details that show up in nearly every note, with the answer choices that match how you actually work.
Put them together and you've got documentation that is shaped exactly the way you want it, generated from inputs that are shaped exactly the way you think.
Because it fits your workflow.
Every therapist works a little differently. Different modalities, different settings, different populations, different documentation requirements. The whole point of these two features is that they bend to fit you, instead of asking you to bend to fit them.
- Build a progress note template with a matching progress note worksheet.
- Build an intake template with a matching intake worksheet.
- Build a treatment plan template with a matching treatment plan worksheet.
- ...and so on, for whatever kinds of documentation you write.
Each template can have its own worksheet, so the right questions are ready and waiting every time you sit down to write that kind of note.
If you haven't tried pairing a custom template with a worksheet yet, give it a shot the next time you're generating documentation. And if you have questions or want to think through how to set one up for your workflow, just send us an email -- we love talking about this sort of thing!
