In this guide we will show you how you can add a screener to your progress note or SOAP note.

‍

On the Progress Note or SOAP Note, scroll all the way down and select Add Screener

Click here to learn how to complete a SOAP Note

Select the Screener you want to create from the list. 

You will now see a popup with the screener you've selected

Fill out 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 Progress/SOAP Note.

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