Map Questionnaire & Treatment Note Fields

To map fields in a Questionnaire or Treatment Note to the client profile, follow the steps below.

IMPORTANT: Do not used both pinned notes and question mapping at the same time. This will cause a conflict, and the pinned note would take precedence, which can result in data issues.

1. Click My Forms. 
2. Open the Questionnaire or Treatment Note you would like to edit.
3. Select the question that contains the fields you wish to map. Note: The mapping feature is only available in the Mixed Controls question type.
4. Click the gear wheel icon for the question item you wish to map.
5. Select the appropriate field in the Profile Mapping dropdown list.
6. Once all fields are mapped, the client information will populate automatically based on the information submitted during the intake.

• Address fields can only be mapped if specified as an Address field type. 
• Currently, checkbox fields can not be mapped out.