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  • Custom Forms & Documents

Creating Forms

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

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    Getting Started Customizing Your Platform Documentation Overview Communication & Telehealth Invitations Overview Reporting & Analytics Custom Forms & Documents Self Scheduling Courses Surveys Tips & Tricks Integrations
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Creating Forms

This category focuses on learning the ins and outs of our form-builder capabilities to creat your own custom forms.

  • Form Builder - Creating Form from Scratch
  • Available Form Templates
  • Choosing A Form Template
  • Building a Form Using a Template
  • Form Builder Editing Tools
  • Understanding Advanced Editor Components of the Form Builder
  • Form Builder Templates with Pre-Calculated Values
  • Form Builder - Updating a Form on Approval
  • How to Create / Assign a Document Type
  • Creating a Form and Document Type Based Off Conditional Variables
  • Reviewing, Approving, or Rejecting Documents
  • Creating an Image/Logo for a Form in the Form Builder
  • Form Builder - Auto-Mapping Patient Demographics
  • How to Copy a Form
  • How to Request an Image Upload

Popular Articles

  1. Patient / Parent / Representative Walkthrough
  2. Kiosk Mode Overview (iOS and Android)
  3. Patient Creation Options
  4. Creating An Account As A Patient/Primary User
  5. Document Compliance Report
  6. Creating Your Account

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