Internal forms are an easy way to create documents that internal team members can use to consistently report on the outcome of client engagements using the same structure. Because notes are naturally unstructured and a "blank canvas" using an internal form provides a way to create the same set of prompts that are associated with appointments.
There are two types of forms:
- Client-facing forms: forms meant to be completed by clients and used in Smart Actions or packages & products
- Internal forms: forms meant to be used by members of your team in relation to appointments and client records
Using internal forms
After creating an internal form, head to the appointment that you would like to use the form with.
Attach a document to the form:
After clicking on a new form, you'll see the option to select an internal form. Practice will ONLY suggest internal forms on this list. All of your client-facing forms are not accessible here. By default, Practice will also suggest an internal form to you for completion. The suggested form will be the most recent form you submitted.
After you select the correct internal form, you'll see the form appear in a modal with all of the prompts and questions ready for your reply:
Then, after the form is submitted you'll see the entry on the appointment record along with any of the private notes or shared notes for this appointment.
And, Practice will display that entry on the client record under the forms filter: