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

How To Access & Assign Session Notes(Form): 

• In the Settings tab, navigate to Facility Setup and click on Forms & Library.

1. Use the filter option at the top to access notes for a specific treatment type.
   1. Assigned Bucket: Contains all forms assigned to the specific treatment type that are available for use.
   2. Unassigned Bucket: Contains all forms that are currently unassigned.

2. Assigning and Unassigning Notes:

   • To assign a session note, select the note from the unassigned tab and click "Add."
   • To unassign a session note, select the note from the assigned tab and click "Remove."

     Note: Custom forms (forms designed by our designing team based on your request) cannot be unassigned.