Help @ Practice Better
Our Forms Refresh is here!
The first phases of our Forms/Session Notes refresh is now available. Here are all the updates now available in your portal:
You can now embed forms in your Bookings Page for clients to complete before requesting sessions, packages, and programs. Embed forms in your Bookings Page.
Use the new Form Widget to embed a form on your website for clients to complete. Embed forms on your website.
. Allow new and existing clients to complete forms by sharing a link to your public form page. Public Form Link
You can now split longer forms using page breaks and section titles. Added multi-page support for forms and waivers.
, including tables, multi-column multiple choice grids, emergency contacts, and health providers. Personal Information questions can now be marked as required for clients to complete. Added new form components
. Totals and averages can now be calculated for grid questions. Auto-calculate totals for grid questions
Include up to 3 signatures in your forms and waivers. Added support for multiple signatures.
You can now set up a signature which we'll use to sign forms before sending to your clients to complete. Added support for auto-signing forms.
. Added support for signing by typing or uploading an existing signature image. More signature options
. Added support for showing/hiding questions based on answers provided for Yes/No, Multiple Choice, Checkboxes and Gender questions. Rules and Conditional Flows
Performance improvements. Better performance and less lag when editing/viewing longer forms. Forms are now saved without reloading the page.
. You can now add general notes to your forms and notes for unanswered questions. Pin notes for easy reference. Form Notes improvements
Pending Form Reminders. Pending form reminders associated with upcoming appointments are now included in session reminder emails.
You can now resend completed forms to your clients to make adjustments and resubmit. Resend for edits.
Include client name placeholders to personalize forms/waivers sent to clients. Placeholders. When creating new events from your calendar, we'll auto-fill the start date with the date selected in mini calendar to the left.
Better support for UK addresses. We now display the Locality and Town when entering UK addresses.
Secondary contacts for primary family records will now receive email notifications for child/sub-records.
Improved PDF formatting support for session notes, protocols, forms and waivers
Fixed issue viewing PDFs for session notes
Client name and date completed are now included in form PDFs
Forms delivered via automations are now created and delivered in order as defined in your Client Forms & Waivers section.
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