How to Use the "Internal Forms" Feature

Not all forms need to be sent to clients. Sometimes, forms are intended for internal use by the practice.

With Internal Forms, users can complete these forms directly from the dashboard without sending them to clients. This feature streamlines the process, allowing staff to easily fill out and manage necessary forms within the system.

If you do not see the "Start Internal Form" Button or have any questions, please contact us and we'll be happy to help!