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 and turn on Enable 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.

Before you can send forms, you also need to create your Forms URL. In the Online URL field, enter the name you want to use (for example, yourpractice, which becomes yourpractice.forms.pracsuite.com), then select the tick button next to it to check that the URL is available. PracSuite will not save your Forms settings until the URL has been checked this way.

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:

To track activity on your form pages, go to Settings > Forms and enter your tracking details in the following fields:

Select Save when you're done. These fields are only shown when Enable Forms is turned on.