Populating form answers into a note

In order to have a client's form answers automatically populate into a new note, you will have to map and import your client's form data into their file, and then use placeholders in your note template to draw information from their file into the note.

• How to populate form data into a note
  1. Set up a mapping and import the form data into your client's file
  2. Set up placeholders in your Note Template
• How to import a completed form directly into a note 

How to populate form data into a note

1. Set up a mapping and import the form data into your client's file

You can map form data into the follow sections of a client's file:

• Basic Information
• Medical History
• Diet & Lifestyle 

Once you have set up a mapping for your form, you will have to import your client's answers into their file.

For more information on how to set up mappings for your form and how to import form data into a client's file, click here.

2. Set up placeholders in your Note Template

Once your client's form data has been imported into their file, you can then use placeholders that will draw information from their file. Placeholders can be used for the following sections of their file:

• Basic Information
• Medical History
• Diet & Lifestyle
• (Current) Measurements & Vitals
• Answers from a completed form

To add placeholders to your note template, click the Add Placeholder Text button in the top-left corner of the text editor:

Once you've selected a placeholder, it will appear in the editor like this:

You can apply further formatting to the template or add it to a table within the editor to meet your requirements.

When you're done, you can create the note for your client.

For more information on how to use note templates, click here.

How to import a completed form directly into a note 

You also have the option to import a client's completed form and your private annotations into a new note. With this method, you will have to use the %COMPLETED_FORM% placeholder in your note template:

If the %COMPLETED_FORM% placeholder is not present in the template, the completed form will then be imported at the bottom of the first available text section in the note.

For more information on how to create notes from completed forms, click here