Creating Notes from Completed Forms

This option allows you to import your client's answers and your private annotations into a new session note.

1. Go to your client's Forms & Waivers section.
   
   
2. On a completed form, click the three dots for more options.
   
   
   
3. Select Create notes.
   
   
   
4. In the Create Notes pop-up, select the questions/answers/aggregates you'd like to populate in your Note. Questions with answers provided by your client will be indicated. 
   
   • You can easily select All questions, Questions with answers, or Unselect all, from the options at the bottom of the poop-up. 
     
     
5. Click Create to create your new Note.

Importing a form into a note template

By default, notes will be imported into a new empty note, but you also have the option of importing your client's answers into a note created using a template.

Select the template from the pick list:

When creating a note template, you can specify where the form should be imported using a %COMPLETED_FORM% placeholder:

If no placeholder is present in the template, the form will be imported at the bottom of the first available text section.