Making a Form Persistent

Making a form persistent allows you to automatically copy the information entered for a patient in a specific form for all their future visits once it has been entered in the clinical note.

Note: Making a form persistent will not make any changes to signed and locked notes.

1. Go to Clinical > Form Builder.

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2. Select the form you wish to mark as persistent and click on Options and chose Make Form Persistent from the menu.

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3. Once the form is persistent, you will see a letter 'P' next to the template name.

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If you would like to undo the persistent setting for a form, follow the same steps and select Make Form Not-Persistent from the options menu.