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.