Follow the process below to create a custom form and record customized details about a client's condition following an appointment with a clinician.

Create a Custom Form.

• Go to Administration >> Custom Forms and create a custom form with Owner Type = Exam.
  

• Create a Custom Assessment Type.

1. Go to Administration >> Custom Assessment.
2. Click on New Assessment Type.
3. In Assessment Name, enter a name for the Custom Assessment Type.
4. In Subjective Form, select a custom or built-in form to use for the Subjective assessment.
5. In Objectives, select one or more custom or built-in forms to be used for the Objective assessment by selecting it in the Objectives box, and using the > to move it to the Selected Objectives box (selecting < will move it back).
6. Under Select any Initial Exam default Objectives, select a Default Objective for just one, two or all three defaults. The options available in the drop-down list pull through from the Selected Objectives box above
7. Tick Show Treatment, Analysis and Goals in case you want them to appear in the medical notes window.
   

Update a Clinician's Medical Notes Settings :

1. Go to Administration >> Clinicians.
2. Select a clinician and open the Clinician Settings window. Click on to edit.
3. Click on the Medical Notes Settings tab.
4. In the Default Assessment Type panel, select the custom assessment type for the Initial or Follow Up Assessment Types.
   

Note: Any default objective set on the clinician's details will override the Custom Assessment Type's settings.

For more information see: Managing Clinician's Default Objective and Assessment  

 

Enter the medical notes for a client:

1. Go to Appointments and Create an appointment for a client with the clinician updated above.
2. Create the Exam notes for this appointment.
3. Enter the data for the subjective and objective assessment.
   

Note: Custom Contract Forms can now be displayed on Contract Medical Notes.  Please see Show Custom Contract Forms on Contract Medical Notes for further details.

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