Forms

The Forms page is your library of patient forms — intake, consent, insurance, and more — and the place to build your own. Forms go out to patients before their visit, so they arrive with the paperwork done and your front desk isn’t chasing signatures.

The forms library

The Forms page lists every form your practice uses. Filter the list with the tabs at the top:

• All — every form.
• Active — published forms that are live and in use.
• Drafts — forms you’re still working on.
• Archived — forms you’ve retired.
• Compliance — the required compliance forms.

Each form shows its name, a short description, its status (published, draft, or archived), when it last went out, and how it’s sent to patients — for example “Send to all new patients before first appointment,” “At booking confirmation,” or “Manual only.” A completion percentage tells you how reliably patients finish it.

How to find a form

1. On the Forms page, choose a filter tab — All, Active, Drafts, Archived, or Compliance.
2. Use the search box to narrow by name.

Building a form

Click Create to open the form builder — a drag-and-drop canvas where you assemble a form from ready-made blocks.

The library panel

On the left, the block library is organized into three tabs:

• Patient Info — single fields that pull from the patient record, such as First Name, Date of Birth, Mobile Phone, and Allergies.
• Smart Blocks — ready-made, multi-field sections grouped by purpose: Patient & Identity, Insurance & Documents, Medical & Dental History, Consent & Authorization, Signatures, and Policy & Communication. These come pre-built (for example a full Dental Insurance section or a HIPAA Acknowledgment).
• Basics — plain building blocks such as Heading, Text Input, Dropdown, Checkbox Group, Date Picker, File Upload, Signature Pad, and Section Divider.

How to build a form

1. On the Forms page, click Create.
2. Name your form at the top of the toolbar.
3. From the library on the left, drag a block onto the canvas — or click a block to add it to the bottom.
4. Click a block on the canvas to select it; its settings open in the right panel.
5. In the right panel, set the block’s Label, mark it Required if needed, and adjust its options.
6. Reorder blocks by dragging them, and remove or duplicate a block from its controls.
7. Click Preview to see the form as a patient will, switching between desktop, tablet, and mobile.
8. Click Save draft to save your work.

How to show a field only when it’s relevant

1. Select a block on the canvas.
2. In the right panel, add a condition.
3. Choose to show, hide, or require the block based on the patient’s answer to another field (for example, show “Pregnancy details” only when a patient answers “Yes”).
4. Save the condition.