Worksheets

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Articles about Worksheets

Guide

Managing Multiple Worksheets

Make copies, rename, switch between them, or delete the ones you don't need anymore. The basics of keeping your worksheet library tidy.


Guide

Editing and Reordering Worksheet Questions

Add new questions, change the existing ones, switch between multiple choice and free text, and reorder until your worksheet flows the way you'd like it to.


Guide

How to Create Your First Worksheet

Spin up a fresh worksheet from a sensible starting set of questions -- then customize from there. Here's the walkthrough.


Guide

Using Worksheets with Custom Documentation Templates

Worksheets aren't just for progress notes -- you can build a worksheet tailored to each of your custom documentation templates.


Guide

Using a Worksheet to Generate Documentation

Once your worksheet is set up, using it is fast -- just tap the answers that apply, optionally add audio or text, and generate.


Guide

Documentation Worksheets Guide

Worksheets give you a faster way to provide therapy session details when generating documentation -- just check a few boxes instead of typing or recording everything out.

Spin up a fresh worksheet from a sensible starting set of questions -- then customize from there. Here's the walkthrough.

Add new questions, change the existing ones, switch between multiple choice and free text, and reorder until your worksheet flows the way you'd like it to.

Once your worksheet is set up, using it is fast -- just tap the answers that apply, optionally add audio or text, and generate.

Worksheets aren't just for progress notes -- you can build a worksheet tailored to each of your custom documentation templates.

Make copies, rename, switch between them, or delete the ones you don't need anymore. The basics of keeping your worksheet library tidy.


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