Forms & Charting

The Forms app allows you to create custom forms and collect important information from clients and staff members.

• Collect information from clients and store the information in the client profile, including intake forms, consent forms, waivers, and more.

• Use staff member forms for SOAP notes, charting, image annotations, and treatment summaries.

• Assign staff members who are required to review and approve certain forms once they are submitted.

You can also create external forms to share publicly, such as a form on your website for requesting appointments.

To enable the Forms app, go to Apps > Manage apps > Integrated Forms and select Enable.

To learn more about forms, watch our on-demand Forms & Charting video.

The articles in this section cover forms, including creating forms, completing forms, and viewing form submissions.