Add Custom 3.0 Forms to Individual Notes

How to add custom 3.0 forms into individual note types to help improve efficiency and stay compliant.

Learn how to include custom forms to be completed by staff while writing an individual note. This is yet another way that Alleva can help you to...

• Stay compliant
• Simplify your workload
• Ensure everything gets done

In order to add a custom form to an Individual Session note type...

1. Navigate to System Settings > Master Drop-downs.
2. Select "Individual/Progress Note".
3. Click the edit pencil icon on the note type you would like to add to.
4. Scroll down and click "Add Section" to add any custom 3.0 form (make sure it's published in Forms Manager 3.0 if you don't see it in the list). You can toggle to "Require" that the form be completed before the session note can be signed. Then click "Update".