Adding a Form from an Appointment

If a patient needs to update their health information or if you need to send out a specialized form, like a COVID-19 screening form, you can do it directly from an appointment. You can also send out agreements using your forms.

How to Add a Form From an Appointment

Follow these steps to add a form directly from an appointment:

1. From your calendar, click on the Appointment.
2. Click Add Form.
3. Select the appropriate Form and Agreements (if applicable).
4. Click Add Form.

Using these steps, you can easily keep your patient records up to date and ensure necessary forms and agreements are sent out promptly.‌