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  • Sara

    Hi April,

    The system allows for customization of assessments, intake documents, and progress notes by going to Settings > Notes & Forms. On this page, you'll see a list of all of the progress notes, intake forms, and assessments that can be customized. I'd recommend that you start by making a duplicate of the form to preserve the original. To make a duplicate, click on the duplicate button and a copy will be made.

    Next, to make edits to the duplicated assessment, click on the forms title. This is where you can rename, reorganize, and add or remove content to the form. To remove a section, click on the trash can icon that's inline with the section you'd like to remove. The three horizontal lines on the left side of each question are used to reorganize the content of this form by clicking and dragging these lines.

    Once all of the information you'd like has been entered, click on the Save button in the top right corner of the screen. Now your new Template will be saved to your Template Library to use. 

    To access this new form follow these steps:

    • Go to the client's Overview page and select New.
    • Select Assessment from the dropdown menu.
    • At the top of the page, select the form you'd like to fill out from the dropdown menu.
    • Click Save
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