Are you tired of spending hours charting client notes and need a better system?
Get your time and energy back with pre-made initial and follow-up form templates you can use in your practice. When you work with a specific type of client, using a pre-populated template creates a more simplified and organized charting process. If you’re seeing a lot of 1:1 clients, think about how much time this can save you!
This bundle includes links to 2 templates:
- 1 Initial Consultation Form (4 pages)
- 1 Follow-Up Consultation Form (3 pages)
These charting templates have been created in Canva* so that you can easily edit them to include your own name, logo, and branding, and update the content to be even more relevant to your business and niche, as needed. Save the templates into a document you can then upload to your EMR and conveniently use.
*This download from RD2RD includes instructions on how to access the templates in Canva (free account required).
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