Carepatron

Sending client intakes

How to create and send forms to clients?
How to complete/submit forms as the client?

Sending a form or template

How do I upload a client document, photo, or video?

Upload a client document

Create a template or form

How do I use AI Summarize? Does Carepatron use AI?

AI Summarize

How do I use form fields to create templates and forms?

Form Fields

How do I add grids into sections in my forms?

Section Grids

Public forms

Organizing your templates

Importing templates

How do I set up e-Rx in Carepatron and start prescribing electronically?

How to set up e-prescription (eRx) in Carepatron

How do I set up workflows, automations, and default intake?

Setting up workflows, automations, and default intake

Group notes

Scoring assessments in Carepatron

A guide to the session view, AI summaries, appointment anchoring, and clinical note tools

How the redesigned note view works in Carepatron

How to set up, submit, review, and approve supervised clinical notes in Carepatron

How do supervision notes work in Carepatron?

Sign and Lock Function

Using the Ask panel in the updated note editor

How to view or load a previous note into your current note

Learn how to send, edit and create forms, documents and intakes.

Documentation

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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