Intake Note Overview

Your starting point should be the Intake Note. This assumes that clients or patients have already been entered in QuicDoc.

If you are starting with a patient that you have been seeing before you began using QuicDoc, create an Intake note and enter the session date of the first visit. Even if you do not enter any other information for the intake, you will at least have a record in QuicDoc of when the patient started treatment.

About Notes for existing patients

Setting up and Customizing Your Intake Note

Your intake note can consist of any of QuicDoc's clinical sections that you find relevant, and these can be set up in any order. You can also create your own screens or forms to capture other data, or to capture data in different ways.

Clinical Sections

Documentation Setup

Create User Forms

Documentation Basics