How to immediately fill out forms for clients

Know how to easily complete client forms on-site with options for practitioner or client entry.

⏯️ Skip to video instructions


Instructions

  1. Go to Clients, then select the client
  2. Click Forms, then New Form
    client_new_form.png
  3. Select the forms, then click Fill Out Now
  4. Select if the Client or Practitioner will fill out the forms
    • Client: Hand device to client to fill out forms
    • Practitioner: Keeps your ClinicSense account logged in
  5. Click Open Form, and follow the on-screen prompts

Video Guide


Still have questions?

Our customer care team is here for you!

Submit a request