Check out our library of custom forms! 📝

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