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Forms

Forms

10 articles
Forms - Where do I find the Form URL?Looking for the URL for a created form?
Forms Dashboard OverviewHow to use the Forms Dashboard to track forms and packets sent to patients, what each status means, how to filter assignments, and how to send patients a reminder to…
Electronic Forms Quick GuideHow to get started with Updox Forms: copy a form from the Form Library or build your own, the field types you can use, routing forms to queues, and how…
How to Create a FormHow to create an Updox form from a template or from scratch: naming the form, sending completed forms to a queue, auto-tagging, adding and editing fields, and the field types…
Creating and Sending Form PacketsHow to create a form packet, add and order forms, copy a packet link, duplicate or delete a packet, send a packet to patients, and track packet progress on the…
How to Send Forms from the Forms DashboardHow to send one or more forms to one or more patients from the Forms Dashboard, choose email or text for each patient, track their progress, and send reminders.
What Patients See When They Complete FormsA walkthrough of what patients see after you send them Updox forms or a packet: opening the link, starting and moving between forms, tracking their progress, and submitting.
How to Create Tags and Auto-Tag FormsHow to create, edit, and reorder Inbox tags, how to filter your Inbox by tag, and how to add a tag to a form so completed forms are tagged automatically.
Forms Settings: Add a Logo, Auto-Remove Assignments, and Submit Forms IndividuallyHow to add your practice logo to your Updox forms, choose how long assignments stay on the Forms Dashboard, and let patients submit each form in an assignment as they…
Managing Completed FormsHow to manage forms that have been completed.