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