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

You may be the type that prefers to always have the diagnosis indicated when you create prescriptions, certificates, and test requests for your patient.

With a click of a button, you'll be able to add the diagnosis.

Once you've entered the diagnosis under your SOAP note, you can include it on the certificate, test request, and prescription without having to retype it.
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Step 1: Select the Certificate/Test Request/Prescription.

​Step 2: Click the (...) button on the right-hand side. Next, click on Copy Diagnosis.

3. The diagnosis from your SOAP note will automatically be included. ✨

Take note that you should have content placed under diagnosis in the SOAP note first before creating the prescription or lab test.

We hope that this feature makes it easier for you to add the diagnosis to your document! 💯
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Did you know that there are two hidden features in our built-in medical certificate form that allows you to exclude the number of rest days when it's not needed?

The Hidden Feature #1: Inputting "0" for Rest Days

You can input "0" (zero) in the rest days section of the medical certificate form, and the corresponding sentence regarding rest days will not be included in the certificate.

Applying this is simple:

Fill out the form as usual: Start by filling out the rest of the medical certificate form as you normally would, providing all necessary medical information.

Rest Days Section: When you reach the section asking for the number of rest days recommended, simply input "0" (zero) in the corresponding field.

The Hidden Feature #2: Further Recommendations

If you don't want to input anything under Further Recommendations, this will also not be included int he certificate.

Complete the Certificate: Finish completing the rest of the certificate then click Save and Send to Patient.

That's it! By following this simple step, you can make your medical certificates more concise and patient-friendly.

Picture this scenario 👀

You have an appointment with a patient, and after the consultation, you create a manual bill. The patient then asks if they can pay online using their credit card.

What do you do? 🤔

Solution: You can easily generate a pay link!

1. Locate the bill: Go to the Billing Section
2. Generate Pay Link: Click on the (...) icon next to the bill and select "Generate Pay Link"

The status of the bill will now be "Bill Sent," indicating that an online bill has been sent to the patient.

What happens next? 💭

The patient will receive an SMS with a message like:

Thank you for consulting with Dr. Dela Cruz. Pay via: PAYLINK

The patient will see various payment options, including debit and credit card.

Once the patient completes payment, the bill's status will change from Bill Sent to Cleared
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