How do I see a questionnaire once it's been filled out?

Read on to learn more about seeing a questionnaire once it's been filled out, or watch a webinar about optimizing your intake process here:


1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''Chart dashboard'' from the ''Go to'' dropdown. 

2. You will see the completed questionnaire in the chart's "All Entries" section. 

3. You can click "Add to Chart" from the drop-down to add the completed questionnaire to the chart's official entries. 

To pre-fill a new note with the questionnaire results, check out this article.

If you have any questions, please contact us.

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