Managing Form Templates

You can manage individual Form Templates.  These templates can also include variables like Patient First Name and Patient Last Name.  When creating a new Form Template, you can specify the Title, Body, Signature Requirement, and inclusion on the Blank Intake From.  To add a new Form Template, follow these steps.

  1. Login as Admin.
  2. Click Settings.
  3. Under the Patient category click Form Templates.
  4. Click New Form Template.
  5. Complete the Form and click Save.

To learn how to manage individual forms for a specific patient.

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