How to attach forms to treatment notes in ClinicSense

    1. Click Setup, then Form Builder
    2. Select the form, then click Options
    3. Set How often does this form need to be updated? to Before every appointment
    4. Toggle on Attach completed form to treatment note
    5. Select an Attach to the first or last page of treatment note? option
    6. 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


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