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IntakeQ/PracticeQ Visit Note Template With HEIDI compatibility
Fully Integrated Visit Note Template for PracticeQ/IntakeQ with Heidi Compatibility
 
Simplify your documentation workflow with our comprehensive Visit Note Template, built specifically for IntakeQ/PracticeQ and seamlessly integrated with Heidi. Designed with lactation consultants in mind, this template combines clinical compliance, clean design, and practical functionality to support efficient and accurate visit charting.
 
🧾 Key Features
  • Heidi-Enabled One-Click Integration
    Open your visit note and launch Heidi directly—no copy-paste, no double documenting. The integration is built to capture your entire visit from within the note, streamlining your session into a compliant, complete chart.
  • Full SOAP Format with Flexibility
    Includes:
    • Narrative fields for personalized documentation
    • Drop-downs for fast, structured selections
    • Designed to meet documentation standards for most third-party lactation billing partners (IYKYK)
  • Modern, Clean Layout
    Thoughtfully structured for clarity—not clutter. Whether you're new to private practice or a seasoned IBCLC, the intuitive interface supports quick learning and consistent use.
  • Compliant & Billing-Ready
    Built to align with documentation expectations from most lactation billing services. Helps reduce rejected claims by ensuring essential visit elements are captured every time.
🔧 Included Setup Support
Your purchase includes a 30-minute personalized onboarding session to ensure successful integration and customization for your practice’s workflow.
➕ Optional Add-Ons (Available Separately)
  • Care Plan Integration: Auto-generate personalized care plans from visit notes
  • Custom Intake Form Mapping: Align intake data directly with SOAP fields to reduce duplicate entry
Elevate your documentation with ease and professionalism—this template is the bridge between clinical quality and workflow simplicity.
Have questions or want to see a demo? Reach out any time!

IntakeQ/PracticeQ Visit Note Template With HEIDI compatibility

$100.00Price

  • IntakeQ/PracticeQ account

    Heidi TEAMS paid subscription

  • No Refund Policy

    Thank you for your purchase of the Heidi/IntakeQ Visit Note Template. Please review our refund policy carefully before completing your transaction.

    1. Digital Product Policy

    Due to the digital nature of this product and the immediate access granted upon delivery, no refunds will be issued once the template has been sent via email.

    2. Usage Agreement Requirement

    Completion of the Template Usage Agreement is a mandatory condition for delivery.

    • If you do not sign and submit the agreement within 7 calendar days of purchase, the template will not be delivered, and your purchase will be partially refunded at 50% of the original purchase price.

    • This partial refund reflects the administrative and platform processing time reserved for your order.

    3. 24-Hour Grace Period

    You may request a full refund within 24 hours of purchase, provided the template has not yet been delivered.

    • After 24 hours, or once the template has been emailed, no refunds will be granted under any circumstances.

    4. Final Sale Acknowledgement

    By completing your purchase, you acknowledge and agree to abide by this No Refund Policy.

    If you have any questions prior to purchase, please contact us directly—we’re happy to assist you in making an informed decision.

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