Documentation
Learn how to send, edit and create forms, documents and intakes.
18 articles
- Sending client intakes
- Sending a form or template
- Upload a client document
- Create a template or form
- AI Summarize
- Form Fields
- Section Grids
- Public forms
- Organizing your templates
- Importing templates
- How to set up e-prescription (eRx) in Carepatron
- Setting up workflows, automations, and default intake
- Group notes
- Scoring assessments in Carepatron
- How the redesigned note view works in Carepatron
- How do supervision notes work in Carepatron?
- How to view or load a previous note into your current note
- How note actions and buttons work in Carepatron