PERMISSIONS REQUIRED: You must have Therapist Permissions or higher.
You can create and add Dynamic Forms in the Client's Case Notes. It will display as a tab under Clients > Notes.
- Click the Dynamic Forms tab in the primary navigation bar.
- Click the New Form button.
- Select Case Form.
- Customize the rest of the form as desired. See Create a Dynamic Form: Client, Case or Organization to learn more.
- Click the Save Form button.