Creating Forms

Easily create and send forms like office policies, medical history, and medications.

To create a form, follow the steps below:

  1. Go to Setup.
  2. Click Forms.
  3. Click Add Form.
  4. Enter a title for the form, click Save.
  5. Click the Questions tab, then click Add Question.
  6. Select the question type, enter and customize the question, click Save.

Once forms have been created, attach them to packets to send to patients. To learn more, visit: Creating Packets

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