Papers: Notes, Forms & Files

Creating a Custom Form

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If you want to create a customized form for clients to complete, or for your own progress notes, check out the details below:

 

Starting from Scratch

 

You can create a template to use over and over again, with easy access right from the Form Template Manager. Go to the Form Template Manager in Papers, and choose the “Add Form” button to bring up a blank template.

 

 

Building the Form

 

The blank template gives a variety of fillable fields that you can add in to build your perfect form. You can also decide whether you want your form to require a signature or not, by selecting the checkbox at the bottom.

 

 

Let’s take a look at what the fillable fields look like when we add them to this blank template.

 

 

 

 

 

 

 

 

Previewing the Form

 

Select “Preview” at the top of the form in order to see how the form looks. I’ve identified each of the fields so you can see what they look like on the finished form.


Create a Title

Click on “File Information” to change the title of your form. Then don’t forget to click “Save”.

 

 

Sharing the Form with a Client

 

You’ll now be able to share your form with a client by finding your form in the Form Template Manager, and selecting the checkbox beside the title.  You can then choose the “Actions” button at the top, and select “Share”.

 

 

If you need more help or have questions, feel free to contact us at support@icouch.me and we will be happy to help!

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