Skip to content

Creating Forms

Overview

Chronicler allows you to create and send pre- and post- session questionnaires to your clients. This article includes step-by-step instructions and descriptions of the various forms that can be sent.

Creating a form for a client

  1. Click the “Forms” link on the left side menu to go to your forms dashboard.

    forms menu link

  2. Click the “Create Forms” button. The “Create forms for a client” drawer will slide into view.

    create forms drawer

  3. Select the desired client and choose your form type from the selection drop down.

  4. Click "Create" and Chronicler will create the form and attempt to email it to the client.

Note

If the client has not consented to emails, Chronicler allows you to copy the email text and form links to your clipboard so that you can provide them to the client.

Form Types

Tip

We recommend using the full length forms whenever practical, as they can be completed by most clients and provide you with a more detailed client perspective.

  • Full Presession

    • Twenty-four questions covering the following categories:
      • Suicide
      • Depression
      • Self-worth
      • Anxiety
      • Anger
      • Habit
      • Relationships
      • Positive
    • Advantages: This comprehensive form provides rich detail for you to use in building empathy and helping your client.
    • Trade-offs: While this form is appropriate for most clients, it may not be the best choice for clients or all therapeutic settings. In that case, the brief version of the form may be a more approachable option for those clients.

  • Full Postsession

    • Same questions as the Full Presession, but also allows clients to give feedback on the session.
    • Feedback falls into the following categories:
      • Empathy
      • Goals
      • Integrity
      • Description
        • Clients can write what they felt the best and worst parts of the session were.
    • Advantages and trade-offs: same as the Full Presession form.

  • Brief Presession

    • Four questions that focus on the client’s current level of distress.

    • Advantages: Short forms are faster for a client to fill out and may be a more approachable option for some clients who are less likely to complete the full-length version of the form.

    • Trade-offs: The relative lack of detail (compared to the full length version) can still be helpful, but you will likely need to spend more time at the start of the session asking the client for additional detail that the full length version of the form would have already captured.

  • Brief Postsession

    • Four questions about the client’s perception of the session.

    • Advantages and trade-offs: same as the Brief Presession form.

Note

We plan to add additional form types in the future, so if there’s a form that you often use in your practice and would like to see in Chronicler, let us know!