Managing Intake Forms
- Activating an Inactive Intake Form
- Forms & Documents Overview
- Overview of Form Components
- Viewing a Completed Intake Form
- Customizing an Intake Form
- Editing Form Settings of an Intake Form
Sending Intake Forms
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
Managing SOAP Notes
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?