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Theranest

Add Dynamic Forms in the Client's Details Page

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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PERMISSIONS REQUIRED:  You must have Therapist Permissions or higher.

 

You can create and add Dynamics Form in the Clients Details. It will display as a tab under Clients Details.

  1. Click the Dynamic Forms tab in the primary navigation bar.
  2. Click the New Form button.
  3. Select Client Form.

     
  4. Customize the rest of the form as desired. See Create a Dynamic Form: Client, Case or Organization to learn more.
  5. Click the Save Form button.
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