ClinicNote | EMR for University Clinics & Programs
  • Features
  • Pricing
  • Why Us
  • About Us
  • Contact Us
  • Podcast
  • Sign In
  • Features
  • Pricing
  • Why Us
  • About Us
  • Contact Us
  • Podcast
  • Sign In

form - Create, Edit, or Print

10/2/2018

 
CREATE
From Main Dashboard
1. Click "Forms"
2. Click template name
3. Click client name 

From Schedule
1. Double click on event
2. Click "Edit current occurrence"
3. Click the blue "Form" icon
4. Click template name from the dropdown menu
5. Click "Save"


From Client List
1. Click "View Client List"
2. Click blue "Forms" button next to the client name
3. Click the green "New Form" button in the upper right-hand corner
4. Click template name from the dropdown menu

 
EDIT
From Todo list
1. Click checkbox next to the form name
2. Click blue "Edit" button
3.  Make your edits
4. Click "Save Form"

From Client List
1. Click "View Client List"
2. Click blue "Forms" button next to the client name
3. Click blue "Edit" button next to the form name
4. Make your edits
5. Click "Save Form"


PRINT
​1. Click "View Client List"

2. Click blue "Forms" button next to the
 client name
3. Click the checkbox next to the form name
4. Click "Download/Print Selected Items"
5. In the new PDF window, click the "Print" icon in the upper right-hand corner


Return to Support Page

Comments are closed.

    Author

    Write something about yourself. No need to be fancy, just an overview.

    Archives

    September 2021
    August 2021
    July 2021
    January 2021
    December 2020
    October 2020
    September 2020
    August 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019
    September 2019
    August 2019
    May 2019
    January 2019
    October 2018
    September 2018

    Categories

    All

    RSS Feed