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Forms Overview
Forms Overview
Updated over 2 years ago

Forms allow you to create fully customisable patient forms (e.g. new patient forms) that can be automatically sent to patients in Appointment Confirmations and Reminders. Patients can complete forms on their own device or on a tablet provided in the practice. Once completed, a patient's form responses are seamlessly updated on their patient file.

The best way to learn how to setup Forms is by watching our information webinar.

To enable the Forms feature, go to Settings > Forms

For practices that are already using the online booking feature, the easiest option is to select 'Copy From Online Booking', which will keep the branding of these two features in sync.

Alternatively, you can leave this option unchecked to use different branding for the Forms page.

After enabling Forms, you're now ready to start creating Form Templates. Click through the articles below that will step you through creating and using Forms:

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