SOAP Notes and Client Intake Forms

Managing Intake Forms

• Forms & Documents Overview
• Overview of Form Components
• Customizing the General Intake Form
• Editing Form Settings of the General Intake Form
• Creating a New Form
• Saving and Emailing a Complete Intake Form

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Sending Intake Forms

• Sending an Intake Form from a Client's Record
• When Do Intake Forms Automatically Send to Clients?
• Completing a Form In-Office
• Viewing a Client's History of Intake Forms
• Resending an Intake Form
• Viewing Sent Client Intake Form Emails

Creating SOAP Notes

• SOAP Notes Overview
• Creating a Basic SOAP Note
• Drawing on a Premium SOAP Note
• Saving a SOAP Note as a Draft
• Copying a Premium SOAP Note
• Adding an Auto-Create Note to a Premium SOAP Note

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Managing SOAP Notes

• Printing a SOAP Note
• Saving/Downloading and Emailing a SOAP Note
• Uploading a File to a SOAP Note

SOAP Note and Intake Form FAQs

• Can I Upload My Own Intake Form?
• Can I Delete a SOAP Note?
• What Are the Requirements for Accessing and Creating SOAP Notes?
• What's the Difference Between Basic and Premium SOAP Notes?
• Why won't SOAP Notes save for me?
• Can a Client Complete an Intake Form on a Tablet In Office?

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