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, then select Create notes from the More Options Button:

2) In the Create Notes popup, select the questions/answers you'd like to populate your note. Questions with answers provided by your client will have an "A" icon to the right of the question.

3) Click Create to create your new notes

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.