Forms can be attached to treatment notes for easier access. You'll need to change the form's settings to do that. It's a quick and simple process.
Notes: Only forms that are set to send before every appointment can be attached. The client must submit the form before it'll attach to the note.
Contents
Video walkthrough
Attaching forms
To attach a form to a SOAP note:
- Click Setup, then Form Builder
- On the left, select the form, then click Options
- Set How often does this form need to be updated? to one of the Before every appointment (...) options
- Turn on Attach completed form to treatment note, and pick an Attach to the first or last page of treatment note? option
- Click Save Template