You can download a customer's form or SOAP note response directly from their profile. Then, you can share the completed response with your employees and providers or send them to your customers.
Prerequisites: Your customer must have at least one form or SOAP note response.
To download a response:
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Go to Customers
and select a customer.
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In the customer's profile, select the Forms or SOAP tab.
Note
If you're on a phone or tablet, swipe left on the tab menu to see the Forms and SOAP tabs.
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Select the response to view.
Any forms or SOAP notes the customer has filled out will appear below Fill New Form or Fill New SOAP.
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Select the form or SOAP note template. All responses for this template will appear below.
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Select the response. If you aren't sure what response to choose, you can view the submission date next to the customer's name.
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Begin printing the response:
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On the Phone: Select the Action
button in the top-right corner, then select Download.
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On the Web, Tablet, or Pay Desk: Select the Download
button.
The Download Form Details popup will appear.
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Choose the Download Form Details to be included:
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Customer Name
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Customer Contact Info
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Date Of Completion
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Security Details
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Business Logo
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Hide Question Numbers
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Select Download to confirm.
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