Users frequently ask us how to fix spelling errors or make other corrections to submitted intake forms. The problem with allowing users to change the data that was entered by a client is that it would invalidate our audit trail, which is required for e-signature compliance.

We came up with an easy way to get around this by allowing you to create an editable copy of a submitted intake form, without changing the original. The editable copy will go into the client timeline, in the form of a treatment note. It can then be edited, printed and exported.

To create an editable copy, open a submitted form, and click "More > Editable Copy".

Clicking on the highlighted button above will create the copy and redirect you to the treatment note section where you can make changes to the form.