Documentation
Learn how to send, edit and create forms, documents and intakes.
20 articles
- Sending client intakesHow do I send the intakes to my client?
- Upload a client documentHow do I upload a client document, photo, or video?
- Can I summarize my notes?How do I use AI Summarize?
- How can I annotate or mark an image?How do I embed an image in to my note modal?
- Form fieldsHow do I use form fields to create templates and forms?
- Section gridsHow do I add grids into sections in my forms?
- Public formsHow do public forms work?
- Organizing your templatesHow do I organize my templates?
- Importing templatesHow can I import templates?
- How to set up e-prescription (eRx) in CarepatronHow do I set up e-Rx in Carepatron and start prescribing electronically?
- Setting up workflows, automations, and default intakeHow do I set up workflows, automations, and default intake?
- Group notesHow do group notes work?
- Scoring assessments in CarepatronCan I score assessments in Carepatron?
- How the redesigned note view works in CarepatronA guide to the session view, AI summaries, appointment anchoring, and clinical note tools
- How do supervision notes work in Carepatron?How to set up, submit, review, and approve supervised clinical notes in Carepatron
- How do I change my signature?Can I edit my signature?
- How to view or load a previous note into your current noteUsing the Ask panel in the updated note editor
- How note actions and buttons work in CarepatronLearn which buttons appear on notes in Carepatron based on your role, note type, and state, including how to sign, submit, unlock, and download notes.
- Documenting and managing client allergies in CarepatronHow to capture, collect, and manage allergy and intolerance information across notes, forms, and the client overview
- How custom workflows work in CarepatronCopy a ready-made template or build your own, edit every step, and test it on a real client before you activate it.