July 2021 - Assigning Forms to Packages

Providers and their staff are able to assign forms to package for a dynamic forms process.

Patients can be prompted to fill out forms when booking through an online scheduler. The forms displayed to patients in an online scheduler can be set based on the patient's package selection.

You can learn about how to manage patient forms outside of an online scheduler here

After assigning a form to a package, when a patient selects that package, they can be prompted to fill out the assigned form. To learn how to assign forms to a package, click here!