Practicepicnic allows you to use templates for clinical documentation, client forms and questionnaires, and other general notes. You can use one of our pre-built templates, customize it, or create your own.

You can also use templates that others in your practice have created and shared with the practice.

Template types

Practicepicnic lets you configure the following types of templates:

Assessments: Therapist administered assessments for structured client interviews. (eg: Mental Status Examination (MSE))
Treatment Plans: Documents outlining client mental health goals. (eg: a template containing Goals, Objectives, and Interventions)
Progress Notes: Documentation of client sessions. (eg: SOAP Note)
Psychotherapy Notes: Documentation of client therapy sessions. (eg: Psychotherapy Note). Psychotherapy notes are a private, optional note taken by the therapist for personal use. It won't be a part of the client's medical record (unlike progress notes).
Miscellaneous Notes: Documentation for miscellaneous things. (eg: Contact Note)
Forms: Documents for collecting client information. (eg: a consent form, intake form, a questionnaire, etc.). Filled out by client.

In Practicepicnic, assessments are documents that are filled out by the therapist. We understand that assessments can also be questionnaires that are filled out by the client (eg: Generalized Anxiety Disorder-7 (GAD-7)). Please mark those templates as "Forms" instead of "Assessments" and they will be available for sending to clients.

Creating your own template

Navigate to Templates

Click "+ New Template"

Select the type of template you're creating. See the section above on template types for more information on this

Give your template a name

Click "+ New Block" to add a new template element (we call them blocks)

Each block can be either an interactive one (ie: the user can input information):

Single line text: for text boxes that just one line (eg: Client Name)
Multiple line text: for text boxes that are multiple lines (eg: Presenting Problem)
Date field: for date inputs (eg: Date of birth)
Single choice: radio (circle) choices. (eg: Yes/No questions)
Multiple choice: checkboxes (eg: which of the following apply... questions)
Drop down: single choice dropdown.

Or a non-interactive one:

Heading: a heading section (no user interaction)
Paragraph: a paragraph section (no user interaction)

Let's go through an example of creating a "Client Intake Form"

The first block will be a required Single Line Text for the Client Name. Click "+ New Block" to add another.

The second block will be a Multiple Line Text for the Client's history with therapy. Click "+ New Block" to add another.

In this way, you can keep adding template blocks until you have what you need.

The Single Choice, Multiple Choice and Dropdown blocks will let you specify different options to choose from.

Click on the little arrow next to the block to collapse it. We recommend collapsing blocks that you're not actively working on for organization.

If you need to re-order the blocks, you can drag and drop them to the desired spot in the template.

Signable templates will include a section at the bottom for e-signatures. We're creating a client intake form for this example, so we'll leave this unchecked.

Click active next to the template. This will mean the template will show up as an option when sending forms or creating documents.

Click "Save" once you're done. You will be presented with a preview of your template after.

Customizing a practice template

Your practice may already have some templates pre-configured for you. You can view what these templates are from the Practice Templates page.

These templates (if marked as "Active") will show up as an option when sending forms or creating documents automatically.

If you need to customize a practice template for your specific needs, you can do so like this:

Click Practice Templates from the dropdown.

Click "Duplicate" next to the practice template that you'd like to use. You can also click on the name of the template to see a preview of it.

This will duplicate the Practice Template and put it into your list of templates. You can make edits as needed on this page to personalize the template.