How To: Access Forms

To review created forms for your practice or to access the unique URL link per form:

Click on Menu - Home - Forms Library.

  • Clicking on the first icon will copy the unique URL to your computers clipboard. 
  • Clicking on the second icon will open a preview of the full form


Tip:  Copy the unique URL for a form to save time when sending to patients:

  1. Create a Template (Menu - Admin -Templates - New) with the form URL for staff to quickly text to a patient.  

  2. Create a custom Reminder script to include forms that needs to be completed prior to an appointment.

  3. Shorten URLs with free tools, such as Bitly, to avoid character limits for text delivery.

  4. Link to relevant forms from your practice’s website.