Check out our library of custom forms! 📝

Shared by Chelsea • June 06, 2024

While our platform offers a range of built-in forms to streamline your practice, we understand that every doctor has unique needs.

There are specialty-specific forms and personalized templates that can significantly enhance your note-taking and documentation process, and we want to ensure you have access to them.

That's where our Custom Forms Library comes into play—an archive of specialized forms that you can freely explore and download at your convenience.

What are Custom Forms?

Custom Forms are specialized templates designed to streamline your patient documentation process. They cover a wide range of purposes, from intake forms to consent forms, and more!

How to Access Custom Forms:

Step 1: Go to Settings > Templates > Custom Forms

Step 2: Click on Library

Step 3: You may use the search bar to quickly search for the custom form you need

Step 4: Once you find the form, click on it then Download

How to use your recently downloaded custom form:

Step 1: Open any patient record

Step 2: Click + to create a new note

Step 3: Go to Custom Forms or quickly search by typing

Step 4: Select the custom form for use