1. Log on to your TherapyPM portal using this link: https://app.therapypms.com/.

2. Go to Patients > Documentation. 

           (Fig. 1)

        (Fig. 2)

3. Use the filters to search for session notes according to different providers, POS, date, status, notes, etc. (optional)

        (Fig. 3)

4. Click the three horizontal dots (...) under the Actions column for the preferred session note. 

     (Fig. 4)

5. Select Add New Template.

        (Fig. 5)

6. Select the preferred form under the drop-down. 

        (Fig. 6)

7. Add/edit the form and save changes. 

    The new form template will be displayed under the Notes column. 

For example, If you need a new template for ABA Assessment note, create and save it in the template section.