Using a custom form in a chart note

I created a custom form to fill in when I have an initial contact and brief consultation with a client.  I want to use that form in a chart note.  Since there is no appointment on my calendar for this person who I am making a first contact with I don't know how to get the form into a chart note (i.e. its not a "progress" note that I would write from the calendar appt).

Any help would be appreciated!