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Forms and documents

  • How do I send my administrative documents for consent/signature?
  • What forms can I build with the form builder?
  • Rating scales (symptom measures) overview
  • How do I create a custom note template?
  • How do I create/edit a custom form using the form builder?
  • How do I upload PDFs to the portal and enable them for e-consent?
  • How do I pre-fill a new note with the results of the questionnaire?
  • Administrative documents overview
  • Questionnaires overview
  • What happens to my administrative documents after the patient/client has e-signed/e-consented?
  • How do I create my own custom practice administrative documents?
  • Form builder overview
  • How do I set up my questions and answers using form builder?
  • How do I send my questionnaire to a patient/client?
  • Intakes overview
  • What are the types of rating scales I can use?
  • How to send an Intake form to the patient/client portal?
  • Custom note templates overview
  • How do I use a custom template in a note?
  • Which rating scales do you offer?
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