Your Standard Contact Section
Save Time creating Intake Forms and Therapy Notes by Standardizing the Contact Section
Objective
To create a standard contact section for client and patient documentation so you can create new templates without adding the same contact fields, formatting them, and mapping them to the client profile each time.
Key Steps
To Create the Standard Contact Section:
- Identify the key contact information fields that are commonly used in notes.
- Create a new note template with the contact information question.
- Map all appropriate fields to the client profile.
- Mark appropriate fields as required.
To Use the Standard Contact Section:
- When starting a new note, duplicate the standard contact information section note template.
- Customize the duplicated section by deleting any unneeded fields.
- Ensure that all necessary fields are mapped and/or marked as required for data consistency.
Video Instruction
Hi! I'm Stacey...
I partner with solopreneurs and small businesses to streamline their systems so they can define their direction, perfect their processes, and reclaim their clarity.
Unlike other system strategists, I focus on a nonlinear, anything's possible approach to gather information, then I transform that information into a coherent, actionable strategy. This allows my clients to focus on what they want and need from their systems instead of how to make it work, or if it's even possible. More about me here...
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