This articles explains how you can assign and un assign forms for your facility.


How To Access & Assign Session Notes(Form)?

  • In the Settings tab (left), navigate Facility Setup. Click on Forms & Library.
  1. Use the filter option at the top to access notes for a specific treatment type. As you click on the options, two lists will be displayed: assigned and unassigned. As you click each option, these lists will simultaneously appear for each of the lists you clicked. 
    1. Assigned Bucket: It contains all forms assigned to the specific treatment type and available for use.  
    2. Unassigned Bucket: Contains all forms that are currently unassigned.


How to Assign and Un assign the Forms?

  1. To assign the form, select the preferred note in the Unassigned tab (left). Click on the blue "Add" button. The form will now appear in the Assigned tab (right). 
  2. Simultaneously, to un assign the form, select the preferred note in the Assigned tab (right). Click on the red "Remove" button. The form will now appear in the Unassigned tab (left).  
Note: Custom forms (forms designed by our designing team based on your request) cannot be unassigned.