Forms and documents
- What forms can I build with the form builder?
- How do I create a custom note template?
- Rating scales (symptom measures) overview
- 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
- What are the types of rating scales I can use?
- How do I set up my questions and answers using form builder?
- How to send an Intake form to the patient/client portal?
- How do I send my questionnaire to a patient/client?
- Intakes overview
- Custom note templates overview
- How do I use a custom template in a note?
- Which rating scales do you offer?
- What do the question types in the form builder look like?