Forms and Charts in the Professional App

Just like in the dashboard, you can access forms and charts through the Professional App via the appointment or the client profile.

When you select an appointment on the calendar, you can view its associated forms and charts on the Forms tab. The list shows the name, type (form or chart), status, and submission details. Add a new form, click any form to view, or select the three dot menu for additional actions.

To resend a form, click Resend Reminder, which is available in any appointment with incomplete client forms. Charts are not sent to clients.

Select a “completed” form to view its responses and add notes by clicking any field. You can also archive the form like in the Dashboard if the form is no longer valid or accurate.

If the form has not been submitted (i.e. marked “not started” or “in progress”) tap to complete the form or chart and submit or save it as a draft. You can also use the three-dot menu to mark it as submitted offline, delete it, save a blank PDF, or copy a previous chart. (Copy previous is a chart-only feature).

To resend a form, click the “resend forms reminder” button which is available in any appointment with incomplete client forms. Charts are not sent to clients.

When viewing your client’s profile, all of a client's documents are centralized in the Forms and Charts section. Here you can view the form names and statuses. Similar to the view from the appointment, you can view and edit the form.

If a form is “not started” you can delete it from the appointment by opening the form you wish to delete, clicking the three-dot menu, and select “Delete.” Once a form has been saved as “in progress” or “submitted” you will no longer be able to delete a form, but you can archive it.

To learn about enabling and using the photo upload feature, click here. For information on how to mark up images, click here.