Navigate to the Forms Library in the client profile.

NOTE: If you need to edit or amend a progress note, you could also select Progress Notes.

Find the form you need to work on from the available tabs: Mental Health, Addiction Treatment, Screeners, or Custom Forms.

Select the form you would like to amend from the Forms Library. Click on the 3 dots on the right side to see the available options.

To edit a document

Click on the 3 dots to the right of the document, and select Edit.

IMPORTANT: A document can only be edited up to 7 days after submission. Once that window has passed, the document will be locked.

The form will now open and you can now make any necessary changes to the form.

To amend a document

Click on the 3 dots to the right and select Amend.

NOTE: Amend is used when the original document is already locked (7 days after submitted). When amending, you'll create a new version of the original document, so at the end, you'll have 2 documents of the same, the original one (locked), and the amended one (editable).

Both client and therapist signatures can be deleted and recollected if necessary.

Now you can make any amendments to the form. The data from the original form will be available for any edits to be made. Once you select Submit the form will be saved as an Amended document and the original will only be available for viewing.