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Custom Forms & Documents

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.

Completing & Submitting a Form

These tutorials are for primary / parent users reviewing tasks such as completing a form, scanning a document, etc.

Forms Reporting & Tips & Tricks

These tutorials review forms reporting and additional tips & tricks.

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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