Where are Forms Settings?
In the left-hand menu, click Forms.
Click Settings in the top right corner
Note: Forms Settings save automatically. There's no Save button.
How do I add my practice logo to my forms?
Go to Forms > Settings.
Under Custom Logo, click Upload, or drag and drop your logo file.
Check Display practice logo.
Your logo now shows on your forms automatically.
How do I remove my logo from my forms?
Go to Forms > Settings and uncheck Display practice logo.
How long do assignments stay on the Forms Dashboard?
By default, assignments are automatically removed after 30 days. You can change this.
Go to Forms > Settings.
Under Remove Assignments, choose the number of days from the dropdown.
Note: Automatic removal only takes assignments off the dashboard. Patients can still submit the forms, and completed forms still come to your Inbox.
Can patients submit each form as they finish it?
Yes. By default, when a patient has more than one form in an assignment, like a packet, all the forms are submitted together when they finish the last form.
To have each form submitted as soon as the patient finishes it:
Go to Forms > Settings.
Under Individual Form Submission in Assignments, check Allow individual forms in an assignment to be submitted upon completion instead of submitting with the final form in the assignment.
With this on, each completed form comes to your Inbox right away, even if the patient hasn't finished the rest.