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

Capture a client note

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

Upload a client document

Create a template or form

Voice to Text - Dictation

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

AI Summarize

Note Locking

How do I embed an image in to my note modal?

How can I annotate or mark an image?

Provider Signature

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?

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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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.

Prototype article-aware answer

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.

Prototype invite-team answer

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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