Add display logic, Required, & Office use only

Learn how these settings let you control form and note completion, ensuring the right people fill out the right fields.

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About these settings

• Form questions can be Required, for Office Use Only, or have Display Logic added
• Display logic is also an option for treatment note questions

Add Display Logic

• Add display logic is an option on both form and note questions
• You can use it to show a question, under specific conditions
• Display logic can be linked to multiple-choice-type questions only

Required

• Required is an option on form questions, only
• You can use it to require clients to answer a question before they can submit the form

Office Use Only

• Office use only is an option on form questions, only
• Questions marked as Office use only won't appear on forms sent to clients
• Questions marked as Office use only can only be edited directly in the client's file

Video Guide