- Your password was sent to you to the email address you used to make your purchase. To reset your password, go to:
- Toward the bottom, click on the link
LOST YOUR PASSWORD? - Enter the email address you used to make your purchase. Then click on RESET PASSWORD
- 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.
- Follow the directions in the email to reset your password.
- Go to https://documentationwizard.com/my-account/
- Log into your account with your current email and password.
- On your DASHBOARD, click on ACCOUNT DETAILS on the navigation on the left side
- Under EMAIL ADDRESS, change email to your best email.
- Click on SAVE CHANGES at the bottom of the page
- Click on LOGOUT on the navigation on the left side.
- Please return to https://documentationwizard.com/my-account/
- Log in using the newly changed email.
OPTION 1:
The easiest way is to download them immediately following your purchase
OPTION 2:
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.
OPTION 3:
Go to:
https://documentationwizard.com/my-account
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.
Once you access the MY ACCOUNT dashboard, click on DOWNLOADS on the left side navigation
OPTION 4:
If you are unable to retrieve your master forms with any of the previous methods, please CONTACT Beth. Please include the details of what happened when attempting the previous options so we can help you as quickly as possible.
The biggest difference is the opportunity to learn the documentation LIVE so you can ask your questions as Beth shares the material.
The bonuses are also an added benefit especially the TWO One-Hour Q&A Sessions in the weeks to follow the LIVE Webinar Training.
- Bonus #1: 15% discount on all paperwork packages
That’s up to a $75 savings. - Bonus #2: A List of 101 Open Ended "Intervention Prompts"
Valued at $25. - Bonus #3: TWO 1-Hour Follow-up Q & As
A $450 value (but priceless if you have a pressing question!). - Bonus #4: All three No Surprises Act Templates
Attorney and bioethicist approved for psychotherapists! - Bonus #5: List of Client Strengths
Valued at $20. - Bonus #6: How to Catch up on Your Notes
Valued at $67.
Learn more at: https://documentationwizard.com/live
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. Get Microsoft WORD.
The free online version of WORD does not support checkboxes so it will not work with the forms. 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. Be sure to use a cloud platform that is HIPAA approved.
The forms in WORD format are not supported using the forms on PAGES, OPEN OFFICE, WORD PERFECT or any other word processing software. If you have an outdated copy of WORD, you may find updating to the latest version will be helpful. Get Microsoft WORD
In order for access PDFs we recommend you open them in either:
- ADOBE ACROBAT READER (free)
or - ADOBE ACROBAT (paid).
ADOBE ACROBAT READER is a free program available for PC or Mac. Most people already have it on their computer, but you may have to access the latest version to ensure your fillable PDFs and standard PDFs work at their best.
To download the latest version, you'll want to go to
Do a search for READER and download and install the 2019 version for your PC or Mac.
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Please note: In many cases when you click on the file to open it, it may open in your browser window
(browser = safari or microsoft edge or microsoft internet explorer or firefox or chrome)
Browsers no longer support fillable PDFs so they may not work as expected. Please open within ADOBE ACROBAT READER.
In order for fillable PDFs to accept and save information, you must open them in
- ADOBE ACROBAT READER (free)
or - ADOBE ACROBAT (paid).
ADOBE ACROBAT READER is a free program available for PC or Mac. Most people already have it on their computer, but you may have to access the latest version to ensure your fillable PDFs work at their best.
To download the latest version, you'll want to go to
Do a search for READER and download and install the version for your PC or Mac.
----------------------------------------------------------------------------------------------------
Please note: In many cases when you click on the file to open it, it may open in your browser window
(browser = safari or microsoft edge or microsoft internet explorer or firefox or chrome)
Browsers no longer support fillable PDFs so they may not work as expected. Please open within ADOBE ACROBAT READER.
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.
Alternatively, you can simply print out the form and sign with a pen in that open field.
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.
- Right mouse click on the signature field
- Select SIGN DOCUMENT or Certify with Visible Signature
- Click the FILE SAVE.
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.
The formatting for the fill boxes typically shows 3-4 lines of text max. For space reasons on the form, we had to limit it to something.
Not everyone uses a laptop or desktop for their session notes and more. If you'd like to use your iPad, you can.
For fillable PDF forms, you'll need
- ADOBE READER (download for FREE at Apple App Store).
- Microsoft WORD app (download at Apple App Store - Microsoft 365 required)
- Forms are not designed for use with Pages
View the following tutorial for step by step to use forms on your iPad.
Please be patient. 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. It varies based on the current hacking threats we may be dealing with. It is stunning the number of times our website is attacked on a daily basis. We are not unique in this - most websites are reqularly attacked by hackers.
If you need immediate access, we will need to share your IP address with our guardian software. To get your current IP address, simply go to https://google.com and type in What is my IP. Your answer will look something like
28.34.102.20
Please send me a message letting me know the issue along with your IP.
Again, thank you for your patience as we do our best to protect our website and everyone's data.
These forms are provided in three types. All are compatible with a Mac.
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. Get Microsoft WORD.
The forms in WORD format are not supported using the forms on PAGES, OPEN OFFICE, WORD PERFECT or any other word processing software. If you have an outdated copy of WORD, you may find updating to the latest version will be helpful. Get Microsoft WORD
The forms in PDF format require you to have at least Adobe Acrobat READER on your computer. The PDF fillable forms may NOT work well in a browser. The best method is to open them in Adobe Acrobat READER. Adobe Acrobat READER is a FREE program (Adobe Acrobat Pro works as well, but it is NOT free). Get Adobe Acrobat READER
First, right after you enter your EMAIL ADDRESS there is a request for HOW YOU FOUND US? Just click on that section and select the item that best tells you where you first heard about Documentation Wizard.
The second place is below where you added your credit card information. There is a box you will need to check to accept our terms and conditions (and hopefully after you have read them).
