Access Form Builder from the Administration Menu in the Administration Section. 

 

Once a form has been created, click Actions and Edit to start custom building the form. 

Rearrange SOAP Note

Once a custom field has been created, it can be dragged and dropped in any desired order.

1. Click and hold the desired field.
2. Drag field to a new position.
3. Drop/Release field.
   
   

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Edit a Custom Field

To maintain historical consistency and the quality of SOAP Note responses, only the Required checkbox, and the Minimum/Maximum values can be edited. Entry Text and Comma Separated Choices cannot be edited once a field is saved.

1. Click Actions for the desired field.
2. Click Edit. Entry form modal displays.
   
   
3. Make desired changes.
4. Click the Save button.

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Delete a Custom Field

1. Click Actions for the desired field.
2. Click Delete.
   
   
    
3. Click the OK button to confirm field deletion.

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