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 any form that is marked "Not started" or "In progress" on the appointment to begin filling it out. Complete it, or save it as a draft and return alter.

To save time while charting, you can use pre-written phrases by typing a backslash and the code phrase. You can also copy previous charts. (Both are settings that need to be enabled at the business and form or chart template levels).

You can also use the three-dot menu to mark a form or chart as submitted offline, delete it, save a blank PDF.

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 You can also archive the form like in the Dashboard if the form is no longer valid or accurate.

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.

If a form has the "Expired" status, that means the form has expired. The client will be asked to resubmit that form for their first appointment after the expiration date.

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 has an "Expired" status, that means the form’s expiration date has passed. The client will be asked to resubmit the form for their first appointment after the expiration date.

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

NOTE: Forms and charts are only in portrait mode at this time.