SOAP Notes and Client Intake Forms

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

See all 12 articles

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

See all 8 articles

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?

See all 8 articles