I am looking for ideas on the best methods for documenting couples/family services. We like to have each person complete an intake form and enter each separately into the system. When scheduling appointments we would like to avoid non billable service lines popping up in the 1300 report, and avoid duplication in tracking. The goal would also be to avoid having to duplicate documentation for each couple or family. Any thing that had worked well for you guys?
Customer support service by UserEcho
We only enter one client, and only do one set of Intake forms/paperwork.
We have clinical forms called "Family Intake".