Add a clinical tool or form to a note

The clinical tools include both standard assessment and follow-up forms (CNESST, Insurance, APSS, obstetrical file, ABCdaire, etc.), calculation tools (Framingham Score, Cockcroft-Gault, etc.), assessment scores (MOCA, PHQ-9, etc.), anatomical charts, note templates, requisitions (laboratory, medical imaging, medical consultation, free prescription, etc.) and correspondence tools (certificate of presence, good health, absence or return to work, consultation report).

The full list of clinical tools is available by following this link: Liste des outils cliniques (FR). We invite you to use the search function (Ctrl + F) to search this list.

The clinical tools have been created to be easily accessible from the clinical note in order to help with the efficiency of consultations. They are integrated into the clinical note since they form an integral part of the information documented during the consultation.

To add a clinical tool to the clinical note, you simply need to:

  1. Click on the Consultation reason field to start a new clinical note.

  2. Choose the clinical tool you want to fill (different options are possible).

OPTION 1: Search for a clinical tool in the search bar

Search for the words contained in the title of the clinical tools (for example Framingham, obstetrical, child, etc.) or for a keyword.

A weighting system for research results has been implemented to prioritize the display of certain tools. The closer the search terms are to the exact tool title, the more likely you are to find the right tool. More specific terms will give you better results than very vague keywords. Note that no results are displayed when a keyword has more than 60 occurrences (for example "consultation").

OPTION 2: Search for a clinical tool within one of the groups of clinical tools appearing under the search field

The clinical tool groups were created in order to group several tools by theme, therapeutic field, or other. There are around sixty groups currently. In order to reduce the space occupied by groups of clinical tools in the clinical note and to avoid scrolling for a long time to enter the conclusion of your note, we strongly recommend that you purify the list by managing your favorites.

OPTION 3: Select a tool from your favorites list

Once you have configured favorite clinical tools, you can open them with a single click. Favorite tools are located just below the clinical tool search bar. Once selected, the tool opens in the clinical note.

By clicking in the search field, we automatically display your favorites first. The list will then be adjusted according to the terms entered in the search.

The clinical tool and the note will be saved automatically when printing, faxing or sending by email the tool.


  • It is possible to add more than one clinical tool to a single note by repeating the addition process. For example, you could add the PHQ-9 form followed by the GAD-7 form which is complementary to it.
  • Please note that for a tool that includes scores, every question linked to the score needs to be completed in order for the score to be displayed.
  • Some tools contain sections reduced by default to reduce the visual space they occupy and overall tool loading time. To display the content of a reduced section, click on the arrow located on the left of its title. To display the content of a section reduced by default, click on the arrow to the left of the title of the section you wish to consult.
  • Some text fields have a character limit. This limit is calculated from a standard text written with no break down. Depending on the text written, some characters may be cut or there may be a little space left in the field. Additionally, it is strongly suggested not to press “Enter” on the keyboard as this could cause your text to be cut when printed.