How to Complete Your Own Forms
Last Updated -
Once you’ve created some form templates, there are a few ways you can use them. Most of this depends on whether the form is for your note-taking use, or if the form needs to be completed by a client. If you’re interested in finding out how to use forms that need to be completed by the client, check out the article, How to Send Clients Forms to Complete.
Let’s take a look at how you can complete your own forms for note-taking, treatment planning, and the like:
From the Papers tab, select “New Paper”, then “Use a Form”.
In the dropdown box, pick the form you want to fill out:
The form layout will give you a chance to check the form to be sure it’s the one you want. If it is, click the “Use This Form” button.
Go ahead and complete the form, then sign it at the bottom if the form requires a signature. After signing, click “Confirm Signature" to lock the form. This adds a timestamp and protects the form from being altered.
You’ll see that the title changes to “My New Form”. Click on the File Information to change the title:
Type in the title you want to use. You also have the option to assign the form to a client’s account if you would like to. This is optional, and you can always leave it blank if you prefer.
Don’t forget to click “Save” once you’re done!
If you need more help or have questions, feel free to contact us at email@example.com and we will be happy to help!