Overview
Custom indexes enable you to tailor SOAP notes and patient health forms to your practice's specific needs. Whether you specialize in Chinese medicine, chiropractic, or another field, this guide walks you through creating, editing, and automating these powerful tools for a streamlined workflow.
Managing Custom Indexes
Accessing Custom Indexes:
Navigate to Settings > Notes > Custom Indexes to view and manage your indexes.
Existing options include default SOAP format indexes (Subjective, Objective, Assessment, Plan) or your created indexes.
Editing Indexes:
Select an index to edit or preview, or create a duplicate to preserve the original.
Customize fields such as labels, placeholders, order, and type (e.g., checkboxes, text inputs).
Creating New Indexes:
Click Add Custom Index for a blank template.
Use the side tray tools to build sections with text, multiple-choice options, severity scales, or numeric units.
Drag fields into place, set visibility for PDFs, and save your changes before leaving the page.
Automation and Integration:
Pair indexes with specific services (e.g., a Women's Fertility Form linked to an herbal consultation).
Automate reminders for incomplete forms or recurring visits.
Integrate indexes directly into SOAP notes or patient health forms for streamlined documentation.
Form Distribution:
Use the Patient Portal to send forms or custom indexes directly to patients.
Track completion status, send reminders, and access form history from the portal or schedule interface.
Additional Support
Need assistance creating indexes or digitizing existing forms?
Send us your PDFs or images, and we’ll transform them into custom indexes for you.
Use the Message Us option in the platform for personalized support.