Schedule- Create a note, report, or form

CREATE
From Main Dashboard
1. Double click on an event in the scheduler 
2. Click "Edit current occurrence"
3. Click the "Note", "Report", or "Form"  icon to start a new document. 
4. Click "Save" 
5. Select the supervising therapist who will be the official signer of this note
6. For Reports and Forms, select your template
6. Click “Yes” or "Generate"  to open the new document
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From Within Schedule
1. Click schedule icon to open the full schedule
2. Double click on event 
3. Click “Edit current occurrence” 
4. Click the "Note", "Report", or "Form"  icon to start a new document. 
5. Click "Save" 
6. Select the supervising therapist who will be the official signer of this note
7. For Reports and Forms, select your template
8. Click “Yes” or "Generate"  to open the new document

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