Now that the form is built, we still need to create entries for the form. Click the black 'Create New' option shown below to assign a client, staff, or provider to the form.
The popup below will appear. Choose your client(if this is a client form) and Create Form.
Once the information is filled out, we need to save the form. Click the green 'Save' tab.
Click publish in the Actions tab drop down.
We can download the plan as a PDF to see what the final version will look like.
