When a client books online, you can ask them their reason for visit. This setting is available under Setup > Form Settings. And you can customize the questions that the client is asked by selecting the Reason For Visit Form tab.
You can choose for us to ask just before their first appointment, or before every appointment.
We recommend asking before every appointment - if they are coming in for the same issue as last time, they won't have to answer any additional questions. But, if they say it's a new issue, we'll ask them additional questions like where is the pain and how bad it is on a scale of 1 to 10.
If the client completes the form, their response will appear on your SOAP note.
Having this information ahead of time will better prepare you for the appointment, keep a more detailed treatment history, and if you choose to use the Clinical SOAP note, the client's responses will be used to automatically complete the subjective portion of your treatment note - saving you extra time!