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  • Custom Forms & Documents

Forms Reporting & Tips & Tricks

Contact Us

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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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Forms Reporting & Tips & Tricks

These tutorials review forms reporting and additional tips & tricks.

  • Understanding Document Privacy Levels
  • Understanding Signatures - Form Builder
  • Managing Documents: Year 2 and Beyond
  • Screen Pinning for Document Completion
  • Understanding the Document Summary Report
  • Form Building Tips & Tricks
  • Document Management Tips and Tricks
  • Filtering Document Types
  • Text-to-Screen
  • Managing Documents
  • Document Compliance Report
  • Sharing Form Templates

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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