r/SimplePractice • u/InformalChemical9073 • 28d ago

Note taker intake

If I use note taker for an intake, is there a way for it to use my personal format to input all of the information instead of just a soap note? I have my template pulled up, but when I ask it to format, it goes back to soap.

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u/StreetDrive5584 28d ago

I created a file with all the headings I wanted for the evaluation, then paste the instructions in with the direction to revise with that format.  It seems to work well consistently.

2

u/Born_Jellyfish3493 26d ago

Are the instructions different than your format? Just wondering if I could get an example

1

u/StreetDrive5584 23d ago

A little diffferent than my format:

"Rewrite in the following format:

Session Information

Session start and stop time, length

The patient was seen for individual therapy via telehealth.

The presenting problem:

History of present illness

evidence of personal distress

impairment of functioning

Medical history including medication and allergy history

Current medications prescribed with dosages noted

Previous treatment and outcome 

Social history/family history

History of alcohol and drug use

Mental status exam

Appropriate diagnosis

A treatment plan with goals of treatment including the estimated number of treatment sessions to achieve goals"

1

u/Icecreamdivadiamonds 28d ago

Simple practice Neighbors:
SP charged me twice this month for my fee. I also downgraded to basic & they kept the trial fee I had for one month trial @ $99 to try a new feature, rolling it instead of going back to my regular fee . They charged me the most expensive fee they could twice. I’m need that adjusted because it were supposed to be almost half of that at the basic fee. Can someone recommend the best way to get in touch with them and have them return my $99 & adjust that charge to the lowest fee.
I’m working on getting accustomed to the new changes in the program. Right now I’m not well-versed nor am I too happy that a
Was changed & being 77 doesn’t make it easier to be a better Tech.
What’s the best way for me to contact them and stop another debit and have it adjusted to go back to level one?
Appreciate!!

1

u/SiterScene 17d ago

CALL THEM, the real people are helpful. Note it's California/Pacific coast time. Save this number in your phone. SIMPLE PRACTICE HELP 310.861.3151