Edit a Submitted Intake Form

Fix spelling errors and make other corrections to submitted intake forms without invalidating PracticeQ's audit trail. 

• The audit trail must stay valid for e-signature compliance.
• PracticeQ helps get around this by allowing you to create an editable copy of a submitted intake form, without changing the original. The editable copy will save in the client timeline in the form of a treatment note. 
• This copy can be edited, printed and exported.

Create an Editable Copy

1. Click Lists → Intakes.
2. Open the submitted intake form.
3. Click More → Editable Copy.

This will create the copy and redirect you to the treatment note section, where you can make changes to the form.