Getting Started
Launch your digital intake in minutes.
- How to send a Form or Packet to a Client
- How to Create Packets
- Setting up Tablet Mode for in office forms
- A Deep Dive into Different Question Types and How to Use Them
- How do I add forms to my website?
- How to Create a Form
- How to send form via SMS
- Export Forms as PDF for Printing
- Auto-Fill Fields with Client Mapping
- Form Conversion Information
- Patient-Facing vs Provider-Only Questions: How “Office Use” Fields Works