Getting Started with Form Builder
Digitally capture all of the details your practice needs. Use forms to customize workflows for your staff. Share forms digitally and collect electronic signatures.
Are you looking to customize your data capture capabilities beyond the stock notes and forms we've built into the system? With Form Builder the options for customization are endless. You can use this feature by itself to design forms, or pair it with other features like Report Builder, Compliance Builder, and Patient Portal to maximize your clinic's ability to adapt to its clinical and regulatory environment.
- Create progress note templates for your various programs
- Replicate your existing paper forms as digital forms
- Easily upload information to patient records
- Collect patient and staff signatures electronically
- Eliminate the need for filling in the same information multiple times
Go to Staff > Staff Info > System Permissions Tab > Form Builder