Guide
- Go to Setup, then Form builder
- Select the form, on the left
- Make the desired changes
- Click Save, in the lower right
Notes
- Click Options, in the upper right, to adjust the How often does this form need to be updated?, What services require this form to be filled out?, Place this form after, and Attach completed form to treatment note settings
- If you scroll all the way to the bottom of the template builder, you'll find the Add Question button
- While editing a question, you can choose "Add display logic", "Required", and "Office use only" settings
- Hover your mouse over a question to show move, edit, and delete buttons
Video
Related
- How to create intake form templates in ClinicSense
- How to create treatment note templates in ClinicSense
- How to customize treatment note templates in ClinicSense
- How to attach forms to treatment notes in ClinicSense