Forms & Documents
Create, manage, and assign forms to your clients — from intake questionnaires and consent documents to session notes.
Form library
Section titled “Form library”My Forms tab
Section titled “My Forms tab”View all your custom and imported forms with:
- Status: Draft, Published, or Archived
- Category: Intake, Assessment, Questionnaire, Consent, or Other
- Response count
Templates tab
Section titled “Templates tab”Browse pre-built templates. Click a template to preview, then import and customize it.
Filtering
Section titled “Filtering”- Search by name or description
- Status filter: All, Draft, Published, Archived
- Category filter: All, Intake, Assessment, Questionnaire, Consent, Other
Form actions
Section titled “Form actions”Each form has: Assign to Clients, Edit, Preview, Duplicate, Delete.
Form builder
Section titled “Form builder”Layout
Section titled “Layout”| Panel | Description |
|---|---|
| Left | Component palette with field types |
| Center | Canvas where you build your form |
| Right | Properties inspector for selected field |
Available field types
Section titled “Available field types”| Type | Description |
|---|---|
| Text | Single-line text input |
| Textarea | Multi-line text input |
| Email with validation | |
| Phone | Phone number field |
| Date | Date picker |
| Select | Dropdown menu |
| Radio | Single-choice selection |
| Checkbox | Multiple-choice selection |
| Page Break | Split into multiple pages |
Field properties
Section titled “Field properties”Each field has configurable: Label, Placeholder, Help Text, Required toggle, Validation Rules, Options (for select/radio/checkbox), and Conditional Logic.
Building a form
Section titled “Building a form”- Set the title, description, and category
- Drag fields from the left panel onto the canvas
- Click each field to configure properties
- Reorder by dragging up or down
- Click Preview to test
- Save as Draft or Publish for Use
Form assignments
Section titled “Form assignments”Assigning a form
Section titled “Assigning a form”- Click the menu on a published form
- Select Assign to Clients
- Choose one or more clients
- Optionally set a due date
- Confirm
Tracking assignments
Section titled “Tracking assignments”The Assignments page shows:
| Metric | Description |
|---|---|
| Total Assignments | All-time count |
| Completion Rate | Percentage completed |
| Pending | Awaiting completion (with overdue count) |
| Avg. Completion Time | Typical time to complete |
Each assignment shows form name, client, status (Completed/Overdue/Pending), dates, and a link to view responses.
Session notes
Section titled “Session notes”Document client sessions with structured templates.
Session types
Section titled “Session types”| Type | When to Use |
|---|---|
| Initial | First session with a new client |
| Follow-up | Ongoing sessions |
| Discharge | Final session or closing a case |
| Crisis | Emergency interventions |
Creating a session note
Section titled “Creating a session note”- Click Start New Session or click an upcoming appointment
- Select the session type
- Fill in your documentation
- Save as draft or mark as completed
- Sign the completed note to lock it
Session note tabs
Section titled “Session note tabs”- Upcoming — scheduled appointments
- In Progress — draft notes
- Completed — finalized and signed notes
Email templates
Section titled “Email templates”Customize the invitation emails sent to clients:
| Setting | Description |
|---|---|
| Subject Line | Email subject (max 200 characters) |
| Header Image URL | Logo or brand image |
| Primary Color | Main email color |
| Secondary Color | Accent color |
| Footer Text | Custom footer content |
A live preview updates in real time as you change settings.