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Practice Creating Persuasive Leads Answer Key Form

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Instructions and help about Practice Creating Persuasive Leads Answer Key

welcome to a new practice better hack video I'm Shelley Myers business success coach for practice better today's video is all about showing you how you can easily create a session note from a form that was completed by your client so this is a little bit different from our form mappings feature where you can import the completed form into the client's file in this case the questions and responses will go directly on the session notes and bypass the client's file so we take a look over here at our demo client Addie this down here is the client file so we have this basic information which is demographic and contact information you have your medical history you have your diet and lifestyle so this really makes sense to do the four mappings when you want completed forms from say your initial intake forms um but not every form that you send you're going to want to map to the client file sometimes you just want it to go right to a session note so you can add to it or make changes during your

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