- Click Setup, then Form Builder
- Select the form, then click Options
- Set How often does this form need to be updated? to Before every appointment
- Toggle on Attach completed form to treatment note
- Select an Attach to the first or last page of treatment note? option
- Click Save Template
Notes
- The form must be set to send Before every appointment
- If the client doesn't complete the form, it won't be attached
Video guide
Related articles