Guide
- Go to Setup, then Form Builder
- Click Add New, at the bottom left
- Customize the first question, then click Save
- Click + Add Question, at bottom center
- After adding all questions, click Options, then adjust those settings
- When done, click Save Template
Notes
- Use the Options to set which appointments and services use this form
Video
Related
- How to customize intake form templates in ClinicSense
- How to create treatment note templates in ClinicSense
- How to customize treatment note templates in ClinicSense