You are able to attach a Questionnaire to a Note similarly to how you are able to add an Assessment/Doc to Notes. Follow the steps below to attach Questionnaires while creating new Notes.
Jump to Section: [PIE Notes] [BIRP Notes]
PIE Notes
- Hover over the Note Center tab in the navigation bar.
- Hover over PIE Notes in the drop-down and select Create New Note.
- Select if it is a note for a SINGLE Client or MULTIPLE Clients.
- Select the appropriate Client(s).
- Check the Attach Questionnaire to the Note box located next to the Location Code section.
- Select the appropriate Questionnaire from the drop-down.
BIRP Notes
- Hover over the Note Center tab in the navigation bar.
- Hover over BIRP Notes in the drop-down and select Create New Note.
- Select the appropriate Client(s).
- Scroll down and check the Attach Questionnaire box.
- Select the appropriate Questionnaire from the drop-down.