{"id":43118,"date":"2025-11-28T04:49:03","date_gmt":"2025-11-28T09:49:03","guid":{"rendered":"https:\/\/tewconsulting.com\/dw\/?page_id=43118"},"modified":"2025-11-28T19:56:03","modified_gmt":"2025-11-29T00:56:03","slug":"help","status":"publish","type":"page","link":"https:\/\/tewconsulting.com\/dw\/help\/","title":{"rendered":"Help"},"content":{"rendered":"<style>.kb-row-layout-id43118_7a7651-2a > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id43118_7a7651-2a > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id43118_7a7651-2a > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id43118_7a7651-2a > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id43118_7a7651-2a > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id43118_7a7651-2a > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id43118_7a7651-2a alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column43118_dbd19c-08 > .kt-inside-inner-col,.kadence-column43118_dbd19c-08 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column43118_dbd19c-08 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column43118_dbd19c-08 > .kt-inside-inner-col{flex-direction:column;}.kadence-column43118_dbd19c-08 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column43118_dbd19c-08 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column43118_dbd19c-08{position:relative;}@media all and (max-width: 1024px){.kadence-column43118_dbd19c-08 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column43118_dbd19c-08 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column43118_dbd19c-08\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8, .wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8[data-kb-block=\"kb-adv-heading43118_978805-e8\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8[data-kb-block=\"kb-adv-heading43118_978805-e8\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading43118_978805-e8[data-kb-block=\"kb-adv-heading43118_978805-e8\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading43118_978805-e8 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading43118_978805-e8\">Before Purchase<\/h2>\n\n\n<style>.kt-accordion-id43118_387f07-90 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:0px;}.kt-accordion-id43118_387f07-90 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:var(--global-palette1, #3182CE);color:var(--global-palette9, #ffffff);padding-top:9px;padding-right:13px;padding-bottom:9px;padding-left:13px;}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette1, #3182CE);}.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90 .kt-blocks-accordion-header:focus-visible{color:var(--global-palette2, #2B6CB0);background:var(--global-palette8, #F7FAFC);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_387f07-90 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#ffffff;background:var(--global-palette2, #2B6CB0);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#ffffff;}.kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_387f07-90:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}@media all and (max-width: 1024px){.kt-accordion-id43118_387f07-90 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}}@media all and (max-width: 1024px){.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90 .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 1024px){.kt-accordion-id43118_387f07-90 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 767px){.kt-accordion-id43118_387f07-90 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id43118_387f07-90 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:0px;}.kt-accordion-id43118_387f07-90 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_387f07-90 .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_387f07-90 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_387f07-90 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id43118_387f07-90 kt-accordion-has-14-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"0\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane43118_f910e1-31\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Is there a way I can view forms before deciding if I want buy them?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>I appreciate your desire to preview the forms. Unfortunately, I can\u2019t send them because the forms are digital. Once you have them &#8211; you have them. &nbsp;In an attempt to address this issue, we briefly considered providing thumbnail images but thumbnails, by nature, are small to prevent copyright infringement. Plus, the templates are information dense, making a thumbnail extremely difficult to read and therefore useless. They are dense because the forms (except for the Diagnostic Summary) are developed to fit on one page. The one-page design allows you to see all the information without having to scroll. It\u2019s less wear and tear on your eyes, easier to find information and to reference a section you need to help create the Golden Thread. I\u2019m sure this is not the answer you want but it\u2019s an attempt to be transparent with our thinking so you understand we\u2019ve considered this issue seriously. Perhaps reading some of the testimonials will be helpful?<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane43118_20d8b1-1b\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Do these forms meet Medicare standards?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes, these forms were created to meet all Medicare standards. Medicare standards are the most stringent. If you can pass a Medicare audit, you should be able to pass any commercial insurance audit.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane43118_76b1f7-35\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Are your progress notes SOAP or DAP Notes?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Documentation Wizard&nbsp;progress notes were created using the SOAP note model. However, they provide much clearer guidance than a standard SOAP Note. For example, a standard SOAP note has a narrative section for, \u201cClinical Content of Session,\u201d which leaves&nbsp;a lot room for confusion and&nbsp;encourages&nbsp;long narratives in the hopes you capture the information wanted. The Documentation Wizard, progress note breaks down and categorizes all the clinical information so you are cued to include what you need and leave out what you don\u2019t.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-8 kt-pane43118_f5d22f-fa\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Do these forms fulfill Medicaid requirements?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Medicaid insurance is state run. Some Medicaid companies may have requirements in addition to Medicare\u2019s requirements. Medicaid insurance companies seem to be particularly concerned about documenting specific issues related to children. Please check your state regulations.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane43118_c9159d-b0\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Are these forms compatible with a MAC?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>These forms are provided in three types.&nbsp; All are compatible with a Mac.<\/p>\n\n\n\n<p>The forms in WORD format require having an updated copy of Microsoft WORD. Microsoft WORD is the standard in the word processing industry and the Documentation Wizard forms were created using Microsoft WORD. You can buy a yearly subscription or you can buy a program to install in your computer.&nbsp;<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/p\/word\/cfq7ttc0k7c7\">&nbsp;Get Microsoft WORD<\/a><strong>.<\/strong><\/p>\n\n\n\n<p>The forms in WORD format are not supported using the forms on PAGES, OPEN OFFICE, WORD PERFECT or any other word processing software.&nbsp; If you have an outdated copy of WORD, you may find updating to the latest version will be helpful.&nbsp;<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/p\/word\/cfq7ttc0k7c7\">&nbsp;Get Microsoft WORD<\/a><\/p>\n\n\n\n<p>The forms in PDF format require you to have at least Adobe Acrobat READER on your computer.&nbsp; The PDF fillable forms may NOT work well in a browser.&nbsp; The best method is to open them in Adobe Acrobat READER.&nbsp; Adobe Acrobat READER is a FREE program (Adobe Acrobat Pro works as well, but it is NOT free).&nbsp;<a href=\"https:\/\/get.adobe.com\/reader\/\" target=\"_blank\" rel=\"noreferrer noopener\">Get Adobe Acrobat READER<\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane43118_86554d-a7\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Can your forms be used with my practice management system, EHR, or online program?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The answer depends on the practice management system you use. Some systems easily allow you to upload Documentation Wizard forms. Other do not. I am not familiar with them all so it\u2019s best to consult with the customer service department associated with your system.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-10 kt-pane43118_853d46-91\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Can your clinical forms be put into Simple Practice?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes, Simple Practice makes this possible. If you\u2019d like help with this process, consider contacting My Solution Services.&nbsp;<a href=\"https:\/\/www.mysolutionservices.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">www.mysolutionservices.com.<\/a>&nbsp;I\u2019ve referred quite a few clinicians to them with a 2-thumbs up approval rating.&nbsp; You can also learn more from&nbsp;<a href=\"https:\/\/documentationwizard.com\/overview-of-creating-and-integrating-forms-into-simple-practice\/\">the interview on my blog<\/a>.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-11 kt-pane43118_686d1b-f9\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Can I use the information on your forms to add to my practice management system templates?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes! Please check to see if your practice management system can accommodate this need. &nbsp;You can use the forms in any way that suits your practice \u2013 except to give them to other clinicians. These are copyrighted forms with a single use agreement that you sign when making your purchase.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-12 kt-pane43118_b753fe-c5\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Can your forms be used to address both the patients I see in a facility and in my private clients?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>These forms are designed to be used across populations.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-13 kt-pane43118_50fbe0-87\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Are these forms good for communicating with other providers?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Definitely. When used as intended, they provide the information needed without violating client confidentiality.&nbsp;<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-14 kt-pane43118_49900d-69\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Do your forms work for documenting issues for the elderly?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes. These forms contain a mental status exam. Make sure you indicate that your elderly client is \u201cengaged\u201d and able to effectively participate in therapy. Being engaged in tx is a requirement.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane43118_7b0b7e-00\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">I entered my Credit Card, but my order isn&#8217;t going through. What can I do?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>First, right after you enter your EMAIL ADDRESS there is a request for HOW YOU FOUND US? &nbsp;Just click on that section and select the item that best tells you where you first heard about Documentation Wizard.<\/p>\n\n\n\n<p>The second place is below where you added your credit card information. &nbsp; There is a box you will need to check to accept our terms and conditions (and hopefully after you have read them).<\/p>\n\n\n<style>.kb-image43118_e6480d-85 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image43118_e6480d-85 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-1024x481.jpg\" alt=\"How you found us example on checkout page\" class=\"kb-img wp-image-43125\" srcset=\"https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-1024x481.jpg 1024w, https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-300x141.jpg 300w, https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-768x361.jpg 768w, https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-1536x722.jpg 1536w, https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us-600x282.jpg 600w, https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/how-you-found-us.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11, .wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11[data-kb-block=\"kb-adv-heading43118_cb52b7-11\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11[data-kb-block=\"kb-adv-heading43118_cb52b7-11\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading43118_cb52b7-11[data-kb-block=\"kb-adv-heading43118_cb52b7-11\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading43118_cb52b7-11 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading43118_cb52b7-11\">Account &amp; Access<\/h2>\n\n\n<style>.kt-accordion-id43118_a14a3d-32 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:0px;}.kt-accordion-id43118_a14a3d-32 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:var(--global-palette1, #3182CE);color:var(--global-palette9, #ffffff);padding-top:9px;padding-right:13px;padding-bottom:9px;padding-left:13px;}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette1, #3182CE);}.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32 .kt-blocks-accordion-header:focus-visible{color:var(--global-palette2, #2B6CB0);background:var(--global-palette8, #F7FAFC);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_a14a3d-32 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#ffffff;background:var(--global-palette2, #2B6CB0);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#ffffff;}.kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_a14a3d-32:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}@media all and (max-width: 1024px){.kt-accordion-id43118_a14a3d-32 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}}@media all and (max-width: 1024px){.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32 .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 1024px){.kt-accordion-id43118_a14a3d-32 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 767px){.kt-accordion-id43118_a14a3d-32 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id43118_a14a3d-32 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:0px;}.kt-accordion-id43118_a14a3d-32 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_a14a3d-32 .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_a14a3d-32 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_a14a3d-32 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id43118_a14a3d-32 kt-accordion-has-4-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"0\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane43118_cf0bf1-e5\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">How do I reset my password?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<ul class=\"wp-block-list\">\n<li>Your password was sent to you to the email address you used to make your purchase. To reset your password, go to:<a href=\"https:\/\/documentationwizard.com\/my-account\/\">https:\/\/documentationwizard.com\/my-account\/<\/a><\/li>\n\n\n\n<li>Toward the bottom, click on the link<br><strong>LOST YOUR PASSWORD?<\/strong>&nbsp;<\/li>\n\n\n\n<li>Enter the <strong>email address<\/strong> you used to make your purchase. Then click on&nbsp;<strong>RESET PASSWORD<\/strong><\/li>\n\n\n\n<li>An email will be sent to the email address you entered. Be patient. It may take a few minutes or more. Be sure to check your junk mail for the email, too.<\/li>\n\n\n\n<li>Follow the directions in the email to reset your password.<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane43118_f434c1-42\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Help! the website locked me out and won&#8217;t let me log in for hours!<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Please be patient.&nbsp; If you attempted to login with the wrong username or password multiple times OR attempted to retrieve a password with the wrong email multiple times, Documentation Wizard may block you for a certain amount of time.&nbsp; It varies based on the current hacking threats we may be dealing with.&nbsp; It is stunning the number of times our website is attacked on a daily basis.&nbsp; We are not unique in this &#8211; most websites are reqularly attacked by hackers.<\/p>\n\n\n\n<p>Please send an email to support@documentationwizard.com and we&#8217;ll be happy to unblock you to try again.  If needed we can manually reset your password as well.<\/p>\n\n\n\n<p>Again, thank you for your patience as we do our best to protect our website and everyone&#8217;s data.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane43118_5fdd89-c5\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">How do I access my forms?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p><strong>OPTION 1:<\/strong><br>The easiest way is to download them immediately following your purchase.  Please note that is your purchased forms that include personalization, you&#8217;ll receive your UNIQUE download link in a SEPARATE EMAIL shortly after purchase.  Be sure to check your spam\/junkmail for this email.<\/p>\n\n\n\n<p><strong>OPTION 2:<\/strong><br>An email will be sent to the email address used to purchase your master forms. The email will contain a link to your download page.<\/p>\n\n\n\n<p><strong>OPTION 3:<\/strong><br>Go to: <a href=\"https:\/\/documentationwizard.com\/my-account\">https:\/\/documentationwizard.com\/my-account<\/a><\/p>\n\n\n\n<p>Enter the email address used to purchase the forms and the password that was emailed after your purchase. If you do NOT know your password, click on LOST YOUR PASSWORD? to reset it.<\/p>\n\n\n\n<p>Once you access the MY ACCOUNT dashboard, click on DOWNLOADS on the left side navigation<\/p>\n\n\n\n<p><strong>OPTION 4:<\/strong><br>If you are unable to retrieve your master forms with any of the previous methods, please&nbsp;<a href=\"https:\/\/documentationwizard.com\/contact\/\">CONTACT Beth<\/a>. Please include the details of what happened when attempting the previous options so we can help you as quickly as possible.<\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f, .wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f[data-kb-block=\"kb-adv-heading43118_4af67d-2f\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f[data-kb-block=\"kb-adv-heading43118_4af67d-2f\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading43118_4af67d-2f[data-kb-block=\"kb-adv-heading43118_4af67d-2f\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading43118_4af67d-2f wp-embed-aspect-16-9 wp-has-aspect-ratio wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading43118_4af67d-2f\">Using your Forms<\/h2>\n\n\n<style>.kt-accordion-id43118_585ecb-7b .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:0px;}.kt-accordion-id43118_585ecb-7b .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:var(--global-palette1, #3182CE);color:var(--global-palette9, #ffffff);padding-top:9px;padding-right:13px;padding-bottom:9px;padding-left:13px;}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:var(--global-palette9, #ffffff);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette1, #3182CE);}.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b .kt-blocks-accordion-header:focus-visible{color:var(--global-palette2, #2B6CB0);background:var(--global-palette8, #F7FAFC);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_585ecb-7b .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#ffffff;background:var(--global-palette2, #2B6CB0);border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#ffffff;}.kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id43118_585ecb-7b:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:var(--global-palette2, #2B6CB0);}@media all and (max-width: 1024px){.kt-accordion-id43118_585ecb-7b .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}}@media all and (max-width: 1024px){.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 1024px){.kt-accordion-id43118_585ecb-7b .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}@media all and (max-width: 767px){.kt-accordion-id43118_585ecb-7b .kt-accordion-inner-wrap{display:block;}.kt-accordion-id43118_585ecb-7b .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:0px;}.kt-accordion-id43118_585ecb-7b .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette8, #F7FAFC);border-right:1px solid var(--global-palette8, #F7FAFC);border-bottom:1px solid var(--global-palette8, #F7FAFC);border-left:1px solid var(--global-palette8, #F7FAFC);}.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id43118_585ecb-7b .kt-blocks-accordion-header:focus-visible{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}.kt-accordion-id43118_585ecb-7b .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id43118_585ecb-7b > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:1px solid var(--global-palette2, #2B6CB0);border-right:1px solid var(--global-palette2, #2B6CB0);border-bottom:1px solid var(--global-palette2, #2B6CB0);border-left:1px solid var(--global-palette2, #2B6CB0);}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"kt-accordion-wrap kt-accordion-id43118_585ecb-7b kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"0\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane43118_d99b69-96\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Can I use a different word processor besides WORD with my forms?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The forms in WORD format require having an updated copy of Microsoft WORD. Microsoft WORD is the standard in the word processing industry and the Documentation Wizard forms were created using Microsoft WORD. You can buy a yearly subscription or you can buy a program to install in your computer.&nbsp;<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/p\/word\/cfq7ttc0k7c7\">&nbsp;Get Microsoft WORD<\/a><strong>.<\/strong><\/p>\n\n\n\n<p>The free online version of WORD does not support checkboxes so it will not work with the forms.&nbsp; You will need the WORD program on your device, but you can save your subsequent form files in the cloud to access them from different devices.&nbsp; Be sure to use a cloud platform that is HIPAA approved.<\/p>\n\n\n\n<p>The WORD App (not the free online version) will support your Documentation Wizard Forms.  This allows the user to open and work with the forms on an iPad or other mobile device.<\/p>\n\n\n\n<p>The forms in WORD format are not supported using the forms on PAGES, OPEN OFFICE, WORD PERFECT or any other word processing software.&nbsp; If you have an outdated copy of WORD, you may find updating to the latest version will be helpful.&nbsp;<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/p\/word\/cfq7ttc0k7c7\">&nbsp;Get Microsoft WORD<\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane43118_343ba6-b7\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">My PDF form won&#8217;t open. Do I need a program to open PDFs?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>In order for access PDFs we recommend you open them in either:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ADOBE ACROBAT READER (free)<br>or<\/li>\n\n\n\n<li>ADOBE ACROBAT (paid).<\/li>\n<\/ul>\n\n\n\n<p>ADOBE ACROBAT READER is a free program available for PC or Mac.&nbsp; Most people already have it on their computer, but you may have to access the latest version to ensure your fillable PDFs&nbsp; and standard PDFs work at their best.<\/p>\n\n\n\n<p>To download the latest version, you&#8217;ll want to go to<\/p>\n\n\n\n<p><a href=\"https:\/\/www.adobe.com\">https:\/\/www.adobe.com<\/a><\/p>\n\n\n\n<p>Do a search for READER and download and install the 2025 version for your PC or Mac.<\/p>\n\n\n\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;-<\/p>\n\n\n\n<p>Please note:&nbsp; In many cases when you click on the file to open it, it may open in your browser window<\/p>\n\n\n\n<p><em>(browser = safari or microsoft edge or firefox or chrome)<\/em><\/p>\n\n\n\n<p>Browsers no longer support fillable PDFs so they may not work as expected.&nbsp; Please open forms within ADOBE ACROBAT READER.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane43118_273440-61\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">How to use forms on my iPad device?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Not everyone uses a laptop or desktop for their session notes and more.&nbsp; If you&#8217;d like to use your iPad, you can.&nbsp;<\/p>\n\n\n\n<p>For fillable PDF forms, you&#8217;ll need<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ADOBE READER (download for FREE at&nbsp;<a href=\"https:\/\/apps.apple.com\/us\/app\/adobe-acrobat-reader-for-pdf\/id469337564\" target=\"_blank\" rel=\"noreferrer noopener\">Apple App Store<\/a>).<\/li>\n\n\n\n<li>Microsoft WORD app (download at&nbsp;<a href=\"https:\/\/apps.apple.com\/us\/app\/microsoft-word\/id586447913\" target=\"_blank\" rel=\"noreferrer noopener\">Apple App Store<\/a>&nbsp;&#8211;&nbsp;<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/p\/microsoft-365-personal\/cfq7ttc0k5bf?=&amp;ef_id=EAIaIQobChMI69T7te3N6gIVrgOzAB3s5ANzEAAYASACEgJjw_D_BwE%3aG%3as&amp;OCID=AID2100138_SEM_hSxzujpl&amp;MarinID=shSxzujpl%7c430685058393%7cmicrosoft+365+family%7ce%7cc%7c%7c105801995211%7ckwd-320708055756&amp;lnkd=Google_O365SMB_Brand&amp;gclid=EAIaIQobChMI69T7te3N6gIVrgOzAB3s5ANzEAAYASACEgJjw_D_BwE&amp;activetab=pivot%3aoverviewtab\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft 365<\/a>&nbsp;required)<\/li>\n\n\n\n<li>Forms are not designed for use with Pages<\/li>\n<\/ul>\n\n\n\n<p>View the following tutorial for step by step to use forms on your iPad.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Using Documentation Wizard Forms on your iPad\" src=\"https:\/\/player.vimeo.com\/video\/438359447?h=3191024614&amp;dnt=1&amp;app_id=122963\" width=\"720\" height=\"405\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane43118_a8da97-c2\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">When I open the fillable PDF forms in a browser, they don&#8217;t work.<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>In order for access PDFs we recommend you open them in either:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ADOBE ACROBAT READER (free)<br>or<\/li>\n\n\n\n<li>ADOBE ACROBAT (paid).<\/li>\n<\/ul>\n\n\n\n<p>ADOBE ACROBAT READER is a free program available for PC or Mac.&nbsp; Most people already have it on their computer, but you may have to access the latest version to ensure your fillable PDFs&nbsp; and standard PDFs work at their best.<\/p>\n\n\n\n<p>To download the latest version, you&#8217;ll want to go to<\/p>\n\n\n\n<p><a href=\"https:\/\/www.adobe.com\">https:\/\/www.adobe.com<\/a><\/p>\n\n\n\n<p>Do a search for READER and download and install the 2025 version for your PC or Mac.<\/p>\n\n\n\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;-<\/p>\n\n\n\n<p>Please note:&nbsp; In many cases when you click on the file to open it, it may open in your browser window<\/p>\n\n\n\n<p><em>(browser = safari or microsoft edge or firefox or chrome)<\/em><\/p>\n\n\n\n<p>Browsers no longer support fillable PDFs so they may not work as expected.&nbsp; Please open forms within ADOBE ACROBAT READER.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane43118_2753d2-1a\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">The signature field at the bottom of the page won&#8217;t let me write anything<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>This field is formatted to be a DIGITAL SIGNATURE. Adobe Acrobat Reader used a unique type of signature that locks your document when signed. Here is a quick video describing how to set up your digital signature.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Create a Digital Signature in Adobe Acrobat Reader DC\" width=\"720\" height=\"405\" src=\"https:\/\/www.youtube.com\/embed\/v9fAlMeQ2sM?start=2&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Alternatively, you can simply print out the form and sign with a pen in that open field.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane43118_a235b3-a6\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">How to save a fillable PDF with digital signature?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p><em>Please consider clicking on SAVE AS to save the current file BEFORE the signature is added so you can make additions for the next week.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Right mouse click on the signature field<\/li>\n\n\n\n<li>Select SIGN DOCUMENT or Certify with Visible Signature<\/li>\n\n\n\n<li>Click the FILE SAVE.<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-8 kt-pane43118_7218f2-25\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Why can&#8217;t I enter a date in a form with 2025 in it?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>The Date Fields in the Fillable PDFs are formatted to MM\/DD\/YY throughout the forms. In most areas, there is a limited amount of space so keeping the date to the shorter MM\/DD\/YY made sense.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane43118_5e145d-2f\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">The Word version of the Treatment Plan has 2 Problem areas. What if I need 3? Is it possible to add a 3rd Problem Area?<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes. The Word Docs are formatted using \u201ctables\u201d so it\u2019s a pretty simple matter of copying a problem area and pasting your 3<sup>rd<\/sup>&nbsp;one into the document.&nbsp;<\/p>\n\n\n\n<p>There are no fatal problems. &nbsp;If you make a mistake, use the back arrow found in the upper left-hand corner of the Word Docs. You can also download the forms again so you never have to worry about making an irreversible mistake.<\/p>\n\n\n\n<p>FYI &#8212; the fillable PDFs come with 3 Problem Areas. So if you need 3, you might opt for using the fillable PDFs.<\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Before Purchase Account &amp; Access Using your Forms<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"class_list":["post-43118","page","type-page","status-publish","hentry"],"taxonomy_info":[],"featured_image_src_large":false,"author_info":{"display_name":"My Webmaster","author_link":"https:\/\/tewconsulting.com\/dw\/author\/webmaster93\/"},"comment_info":0,"_links":{"self":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/pages\/43118","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/comments?post=43118"}],"version-history":[{"count":8,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/pages\/43118\/revisions"}],"predecessor-version":[{"id":43150,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/pages\/43118\/revisions\/43150"}],"wp:attachment":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/media?parent=43118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}