Copy Questions to a Treatment Note

Use the Client Timeline to copy any existing question from an intake form to a note, or from a note to another note.

Copy a Question from a Form to a Note

1. Click Lists → Clients and open the client's profile.
2. Open the Form in the client's timeline.
3. Locate the question and click the move icon on the lower left corner.
4. Drag your cursor to the Note in the client's timeline.
5. You will receive a message that the question was successfully copied to the Note.

Copy a Question from a Note to Another Note

1. Click Lists → Clients and open the client's profile.
2. Open the Note in the client's timeline.
3. Locate the question and click the move icon on the lower left corner.
4. Drag your cursor to the Receiving Note in the client's timeline.
5. You will receive a message that the question was successfully copied to the Note.

Note: The copied question will be added to the end of the receiving note; use the up arrow to move it.