How do I pre-fill a new intake note with the results of a questionnaire?
Here's how to pre-fill a new intake note with the results of a questionnaire. You can watch a webinar about optimizing your intake process below or read on for a step-by-step process:
1. Locate the completed questionnaire in the patient's ''All Entries'' section, click the dropdown to the right and select "Create Intake note."
2. A new Intake note pre-filled with the questionnaire results will be displayed on your screen. You can make further edits as needed.
3. This is what it will look like when the note is signed:
If you have any questions, please contact us.