To attach a form to a SOAP note, we will need to first enable that in the settings by following these steps:
- Go to Setup > Form Builder
- From the left menu, select the form that you would like to attach to your SOAP notes
- Within the form settings, click Options
- Enable the toggle to Attach completed form to SOAP note
- Select whether you want to attach the form to the first page or the last using the dropdown
- Click Save Template
Notes:
- Only forms that are set to send before every appointment can be attached.
- The form will only attach to the SOAP note once the client has submitted the form.