Switch a charting template to an intake form

There may be an instance in which you'd like to switch a charting template that you have created into an intake form for clients to complete (or, vise versa). 

Navigate to Forms > Select Form > Options > Convert to Charting Form 

Note: Intake forms can also be converted back into charting templates.

Once converted to a Charting Form template, you will be able to select this template when creating a new charting note for a client. 

Client > Charting > Create Chart Note

From the drop-down, select your charting form template. 

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