How to add a screener to clinical forms
In this guide we will show you how to add a screener directly from the clinical forms listed below:
- Progress Note
- Bio Assessment
- Treatment Plan
- Treatment Review
- Discharge Report
Once the form is selected, at the bottom of the form you will see a button titled ‘Add Screener’
Select the Screener you want to complete from the list.
Note: Custom screeners will also be shown in this list.
Once the screener is selected, you will now see a popup with the screener details.
Complete the screener form, and when finished, select ‘Save & Close’ to save it as a draft, or ‘Submit’.
To see the created screener, select Forms Library from the client’s profile.
Navigate to the Screeners tab.
Select the screener form you created from the clinical form.
You will now see the screener you have created
Clicking on the 3 dots on the right will show you the available options for the screener.
Note: The screener will also generate a PDF file and be saved under the client files.
