Sometimes you may want clients to complete information directly themselves, rather than filling it in during or after a session. By converting an existing Note Template into a client form, you can make it available online for clients to complete in their own time. This saves you data entry, ensures accuracy by capturing details straight from the client, and streamlines your workflow by having the information automatically saved into your system.
Follow these steps to convert a Note template into a client Form template:
1. Navigate to Tools > Note Templates.
2. Find the note template you want to convert to a form template and click on the gear icon under ACTIONS to EXPORT the template you want to modify.
3. The template file will be downloaded to your device.
4. Open the exported .TXT file in Notepad and use the Edit→Find menu (or CTRL+F) to locate the following in the text in the file: "FormType"
5. You should find this line (it will only appear once in the file): "FormType":"SessionNoteClinical"
💡Note: Depending on the form type of source template, it may also say "SessionNoteAdmin"
6. Edit the text in this line to read the following: "FormType":"ClientEnteredClinical" (or "ClientEnteredAdmin" depending on the user's needs. Admin-type forms will be accessible to all users in the account, while clinical-type forms are generally only accessible by a client's Primary Practitioner.)
💡 Note: Make sure you include the quotation marks: "ClientEnteredClinical"
7. SAVE the changes you've made to the .TXT file.
8. Return to the account and go to Tools > Form Designer.
9. Click the IMPORT FROM FILE button in the top-right corner of the page and click SELECT FILE TO IMPORT
10. Browse and open the edited .TXT file you just saved.
Once the import is finished, the form template will open automatically for editing. Make sure to save any updates you apply. Afterward, when you return to the list of form templates, you’ll see the newly imported template available as a client form under the same name.
💡 Note: The original template in Tools>Note Templates will be unaffected.