01 — Follow the filing path
Choose the right packet.
Select what you are filing. Hold Packet assembles the forms that belong together and shows only the sections that workflow needs.
Behavioral health forms,
completed in one place.
Enter patient information once, review required fields, and generate a complete packet.
Sign in to open the packet builder
Signed in. Opening the packet builder.
Continue
How Hold Packet works
02 — Set the filing team
Choose the people and place.
Select the facility, required attending, and an additional provider when the packet calls for one. Wet signing remains the default.
03 — Bring over the patient header
Paste from Epic. Check once.
Copy the patient header as text. Name, date of birth, identifiers, address, and contact details fill locally for you to verify.
04 — Finish with confidence
Review. Generate. Print.
Catch required fields before generation, then create one merged PDF in filing order for professional review, signature, and filing.