After receiving many
requests from
individual clinicians who have attended my recordkeeping workshop
over the past few years, I have transformed my paper-based
clinical forms to an electronic format that allows them to be
completed and printed via the free online program known as Acrobat
Reader, and YOUR computer! (MAC people--- you know why you are!
See below!)
The electronic versions of
the forms (which are always provided in paper format to all
recordkeeping workshop attendees), are now available for purchase
on a CD, that when opened with the free online program known as
Acrobat Reader,
can be completed and printed with your computer
printer. [PC people--- You might even find a computer guru who can tell you how
you can save a copy of the completed forms!]
The Details:
The forms on the CD are
pretty easy to use. If you haven’t already, you must first
download and install the free online program known as
Acrobat Reader.
[I recommend the newest version 8.1.1 due to
its capability of highlighting "fillable" areas of the forms---
at least on PCs that's what happens!]
Then place your new
psychotherapy e-forms disk in your computer CD-drive compartment.
Open Acrobat Reader, first
click on "file" and then "open" (that appears in the drop-down
list under "file"). In the "Open" window, locate your CD drive,
double click that icon, and you should then see a list of the
folders and some individual files that are on the CD. I recommend
you begin by opening and reading the file titled, "Open Me First".
I encourage you to explore
the folders and files that are on the CD. When you open a
form-file with this new version of Acrobat Reader, you should see
a bright pink bar across the top of the form, and on the right of
this pink bar are the words, "highlight fields". I suggest that
when working with the forms you click on that to keep the "fillable"
fields highlighted, as it makes it very clear where you can fill
in the form with typed information. Please note the printer icon on the upper
left of the screen— this is the "print" button. Acrobat Reader
does not allow you to save a completed form, so be certain to
print one for your records.
Forms
Included:
Client Information (2
formats)
Intake Session
Mental Status Documentation
Suicide Risk Assessment
Drug / Alcohol Assessment
Assessment Summary & Case Formulation
Treatment Plan
Progress Note (my format)
Progress Note (DAP format)
Progress Note (SOAP format)
Termination Summary
Authorization for Disclosure of Healthcare Information
Authorization for Exchange of Healthcare Information
Accounting of Disclosures (now required by both WA State & HIPAA)
Billing Form
With the exception of
the billing form, these forms are new electronic versions of the paper forms
that have been included in my record-keeping workshops for the past several
years.
Cost: $90.00
plus $8.01 sales tax for each CD
Special Message for MAC
Computer Owners:
I am and always have been a PC user
and personally
don’t know much about Mac Computers. I know, I know, I hear they are
wonderful...
I asked a good
friend/colleague / former PC person who went
over to the "dark side" (i.e., they bought a MAC and they love it),
to test out these files on their new MAC.
This was their response: "I can open the
forms and fill them in, using "tool mode".
I don’t think my Mac requires Adobe Reader, as it switches it into "Preview"
which is a Mac function. The areas of "fill" are not blue, it’s just a
form.
I can fill in a few slots and e-mail it back to you." Which,
by the way, she did—
and what this means is that her Mac was able to "save" the filled-in file—
something I cannot get my PC to do with Adobe Acrobat! Rats!
My
Recordkeeping Workshop Forms are Now Available on a CD that Allows
You to Complete & Print them with the free program
