Build a Form Template

Go to Settings and open Form Templates, then click New Template.

Give the form a title, and pick its type — intake, consent, assessment, evaluation, or custom.

Forms are built from sections. Click Add Section.

Name the section.

Now add fields to the section.

Each field has a type — short and long text, numbers, dates, yes or no, scales, dropdowns, checkboxes, and signature capture.

Click Save Template.

The template saves as a draft. Click Publish to make it sendable.

Published templates can be sent from any patient’s Forms page, or attached to an appointment type so they’re emailed automatically when a booking is confirmed.