First, open the form/questionnaire from inside of the open encounter note.


If you've already created the encounter note, double click on the orange Documents bar beside the note to expand the Documents block, use the drop down menu at the top to select the document type/ category, then click on the form/ questionnaire name to open it.

If you have NOT already created the encounter note that you want to use, open the form/ questionnaire in the patient's dashboard view, then click on "Save and re-open in a new SOAP note" (below the "Save as Unreviewed" and "SAVE Changes" buttons). This will open a new encounter note, and open the form/ questionnaire within that encounter note view.


Once you have the form open within the encounter note view, you can:

  1. Click on "Push Content into SOAP Note" (below the "Save as Unreviewed" and "SAVE Changes" buttons) to push the submitted form in its entirety into the main text area of your note.
  2. Or, if applicable, use embedded buttons in the questionnaire to push individual sections into the text of the note.



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