video1.0<iframe src="https://www.loom.com/embed/7908e5f53e0a493c85f9a67b0e7028da" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/7908e5f53e0a493c85f9a67b0e7028da-486c03b714cd160f.gif277.171In this video, I walk you through the Copied Fields feature, which allows you to pull specific client responses from one note to another, rather than copying entire notes. I demonstrate how to create an intake form with a question about health goals and show how to integrate that question into progress notes. After a client fills out the intake form, their responses will automatically appear in subsequent notes, making it easier to track their goals without asking them repeatedly. I also highlight that any changes made in the progress notes will update for future notes but won't affect other clients' forms. I encourage you to try this feature to streamline your charting process.