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How to Create a NEW Form
Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 3 months ago

Digital forms can help you save time, paper, and money in the office! It also helps your patients get in sooner for their visit without the hassle of having to rush through getting their intake done during their appointment.

How to Setup a Form:

1.Under the FORMS Tab > SHOW FORMS page.

2. Then click the + Add button on the top right of the page.

3. Form Name: This is the name patients will see, so make sure to use a patient-friendly description and describe what the form is about, for example, “New Patient Intake Form.”

4. Layout: Select your Layout. You have the option of Page or Interview.

- Interview Layout: Fields are typically filled in one at a time.

- Page Layout: Fields are grouped into sections.


Submission Settings:

  1. Tag: Apply a tag on the submissions you receive for this form.

  2. Confirmation Redirect: Apply a URL where your patient will be redirected to once they complete the form.

  3. Send Notification: Send a custom notification to YOURSELF, to let you know that someone has completed a form.

  4. Start a Campaign: Trigger a custom campaign for the patients once they complete a form.

Once you’ve configured all of your form settings, select the Add Form button, and the Embed Settings and Step Designer fields will appear.


Embed Settings:

1.Privacy Policy:

  • Do not show: No Privacy Policy will be displayed.

  • Redirect: Enter the URL where the Privacy Policy lives.

  • Custom text: Type in or paste your Privacy Policy content.

If you select Redirect or Custom Text, the patient will be required to agree to the Privacy Policy before continuing.

2. Embed Code:

  • To generate an Embed Code, simply press the blue Copy Embed Code button.

  • You can also email the embed code.

Once you create your embed code, any future updates you make to your form will update on your website automatically, no need to recreate another embed code, very little administrative effort from your team.


Step Designer:

Finally, you’ll design your form in the Step Designer field. Let’s go through the options at the bottom of the Step Designer page:

How to Add Rich Text to a Form

How to Add an Image to a Form

How to Add a Drawable Field to a Form

Once you have created the forms you want patients to use, you can upload them so patients can access them online. That way, you can send them to patients to fill out before they get to your office, which can speed up the patient check-in process and eliminate the need for updating paper forms in the reception area. Because forms can be uploaded to your practice website or sent to patients via email or text message, your patients have an easy way to fill out forms before they even arrive at your front desk.

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