Add internal forms and SOAP notes to appointments

Attach a private form to appointments for health assessments, notes for your staff, or other internal records.

You can create custom intake forms for internal use only to collect private notes on each appointment. If you're a healthcare professional, create a form for your SOAP (Subjective, Objective, Assessment, and Plan) notes to assess patient records.

Create forms for internal use only

If you collect information from clients over the phone or in person, create an intake form for internal use only by clicking This form is for internal use only, don't show it to clients when creating or editing it. Forms marked for internal use only won't show to clients and you can't make any of the form questions required.

Create SOAP notes

If you're a healthcare professional, you can add SOAP notes to appointment types. SOAP notes are automatically marked for internal use only.

To add a new SOAP notes form:

1. Open the Intake Form Question page.
2. Click New SOAP notes form.
3. Customize the form by editing the default field names, deleting fields, or adding new questions.
4. In the Show this form when scheduling field in the bottom-left corner, click which appointment types should include the SOAP notes form.
5. Click Save form.

How do I complete internal forms?

You and your staff can complete internal forms when booking an appointment for a client, or when editing the appointment details.