How to Create Packets

Packets allow you to send multiple forms at once instead of sending them individually. Here's how to create one:

Packets let you bundle multiple forms to send together, saving you from sending them one by one. Here’s how to set one up:

1. Go to "Packets":

   Click "Packets" at the top of your screen. You’ll see a list of existing packets—click any to edit them.

2. Create a New Packet:

   Hit "Create Packet."

3. Select Forms:

   On the left, browse your form list. Click the ones you want to add—they’ll move to the right.

4. Arrange Forms:

   Drag and drop the forms on the right to order them as patients will see them.

5. Name and Save:

   Add a title for your packet, then click "Save."

6. You can make as many packets as you like, each with its own mix of forms.

Need help setting up your forms? Check out our form conversion guide.