Add Questionnaire to Notes

You are able to attach a Questionnaire to a Note similarly to how you are able to add an Assessment/Doc to Notes. Follow the steps below to attach Questionnaires while creating new Notes.

Jump to Section: 

PIE Notes

1. Hover over the Note Center tab in the navigation bar.
2. Hover over PIE Notes in the drop-down and select Create New Note.
3. Select if it is a note for a SINGLE Client or MULTIPLE Clients.
4. Select the appropriate Client(s).
5. Check the Attach Questionnaire to the Note box located next to the Location Code section.
   
   
6. Select the appropriate Questionnaire from the drop-down.
   
   
    

BIRP Notes

1. Hover over the Note Center tab in the navigation bar.
2. Hover over BIRP Notes in the drop-down and select Create New Note.
3. Select the appropriate Client(s).
4. Scroll down and check the Attach Questionnaire box.
   
   
    
5. Select the appropriate Questionnaire from the drop-down.