Free-Form Documents allow the user, including Therapists, to create their own personalized documents. Within the system provided templates the user can select from a variety of Item types to use on a form/document. These range from simple paragraph items to complicated test scores used during Evaluations. The user or administrator can create personal or company templates.

To get started the company Administrator must create a "Document Type" that will be used to store all documents created by the user. For example you might want to create an "Evaluation" Document Type that will be chosen when a Therapist creates a Free-Form document. You would indicate that this document Type is of the Free-form type and there associate how must have and who can create/view. Click here to learn how to create a document Type

Users can choose between their own saved templates, The companies saved template and also the system delivered Templates. To create a company Template select Backoffice - Document Vault and choose the FreeForm Template Setup.

Start by clicking the Green + sign on the palette. There you will be presented with a variety of Items you can use for your company template.

The items are categorized to make it easier to select and find the exact type(s) you need.

Once you have finished installing the items that will be used on your standard company Templates choose the "create template" button. This will ask you for a name to make it simple finding the right template you want your users to use. For example: you could create a Speech Evaluation Template that is used to be consistent across the company.

When the user first starts to create a new document using the Free-form editor they can now use your company generated templates or in the same fashion create their own templates. Additionally, they can always start with a blank template and add each item as they so choose. The templates are only there as a starting point when creating a document