Adding mental status exams

This guide explains how to create, edit, print, and delete mental status exams in a client's profile. We'll cover:

• Creating a new mental status exam
• Editing, printing, or deleting a mental status exam

Note: Unlike other document types, mental status exams can’t be signed, locked or unlocked, or shared with clients for an e-signature.

Creating a new mental status exam

To create a new mental status exam:

1. Navigate to the client's Overview page
2. Click New > Mental status exam

3. Select your responses for each field

Tip: When adding a mental status exam, you can save time with snippets and macros. To learn more, see Using snippets.

4. Adjust the Date and time, if needed

5. Click Save Mental Status Exam

Note: If you’re on the Essential or Plus plan, you can create a custom progress note or other document that includes mental status exam fields using the template library. To learn more, see Creating customized templates.

Editing, printing, or deleting a mental status exam

To edit or print a mental status exam:

1. Navigate to the client's Overview page
2. Hover over the mental status exam and click Edit or the printer icon

To delete a mental status exam:

1. Navigate to the client's Overview page
2. Hover over the mental status exam and click the trash can icon
3. Click Delete now

Important: Once you delete a mental status exam, this can’t be undone.