Use Growth Charts in Questionnaires

If you use the Growth Chart question type in your treatment notes, you can collect initial information from clients on their intake questionnaire to populate the chart.

Note: Please read the Growth Chart article before following the steps below.

Step 1: Set Up the Growth Chart Question

1. Click My Forms and scroll down to the Note Templates section.
2. Create a new template or open an existing one.
3. Click + Add New Questions.
4. Select the Growth Chart Question Type.
5. Optional: Open Question Options and check the box labeled Pin to Client Profile. This will pre-fill from the form to a treatment note and also within future treatment notes you add to a client to keep an ongoing record of a baby's growth. Read more about Pinned Notes here.

Step 2: Copy the Question to a Questionnaire

Next, add the Growth Chart question to your questionnaire by copying it from the treatment note. Follow these steps to do this:

1. Click My Forms and scroll down to Note Templates.
2. Open the Note Template that contains the Growth Chart question.
3. Click the checkbox on the left side of the Growth Chart question.
4. You will see two red buttons appear in form editor bar.
5. Click the Copy to... button and select the questionnaire from the list. 
6. Click Yes to confirm that you wish to copy the question into the questionnaire.
7. The growth chart question will now be in the questionnaire you selected.

Step 3: Adjust the Questionnaire 

• Next, adjust the question in your questionnaire, moving it to the location where you would like for it to appear on the form. For more information on how to do this, read Rearrange Questions and Question Items. 
• Important: If you have selected to pin this question to the client profile, we do not recommend adjusting the text of the question. If you have not pinned the question, feel free to adjust the text of the question since it is not synced to another form.

Client View

• Your clients will not see the actual visual chart; only you will, on the backend of PracticeQ. 
• Clients will only see fields to enter growth values. Below is an example of how this appears to your clients when they are filling out the form: