Archives mensuelles : November 2019

SOAP and other consultation forms

Calendarspots.com allows you to configure and electronically store personalized forms such as initial assessments and consultations of your patients. Here is an overview of how this module works.

Completing the form from the agenda

  • Double-click the appointment box to open it and select the “customer file” tab on the left.
  • A window will appear with the list of all the forms already completed for this customer, if applicable.
  • At the bottom of the box, there is a drop-down menu with the different template forms available (eg initial assessment, consultation, etc.). Select the desired template and click on the link right next to Add a form.
  • The form will appear on a new page in your browser and can be completed on screen. Warning: Make sure you accept pop-ups, otherwise the form will not be visible.
  • After completing the form, click Save.

Completing the form from the customer database

  • Double-click the appointment box to open it and select the “customer file” tab on the left.
  • A window will appear with the list of all the forms already completed for this customer, if applicable.
  • At the bottom of the box, there is a drop-down menu with the different template forms available (eg initial assessment, consultation, etc.). Select the desired template and click on the link right next to Add a form.
  • The form will appear on a new page in your browser and can be completed on screen. Warning: Make sure you accept pop-ups, otherwise the form will not be visible.
  • After completing the form, click Save.

Navigation and shortcuts

By completing the form, a table of contents will allow you to jump from one section to another more quickly. You can also consult a previous form for the same client.

To enable forms on your account, please contact us at support@calendarspots.com.