- Go to Document Center > Library.
- Select Upload PDF Form.
- Click Select File.
- Choose PDF to upload.
- Click Upload.
The PDF upload in the Library will automatically become fillable to any patient you send it to from the Library section by clicking the paper airplane icon. They will receive it as a message, click "Fill," and when they are done, it will automatically attach to a message to send back to the provider.
If you wish to use this form as a note template:
- Navigate to a client's file.
- Click Notes.
- Click Create New Note.
- Select the template you uploaded.
- During a session click Treatment Notes
- Click Create New Note
- Choose the template
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