You can embed Practice Better forms directly on your website for new and existing clients to complete.
You can only embed forms which have been created using our Form Builder and do not require your signature for completion.
1) Go to My Practice > Forms & Waivers
2) Click the More Options button (3 dots) next to the form/waiver
3) Select Create widget from the options provided
4) From the popup, you can customize the dimension and the theme color of the widget to match your website. Copy the HTML code, then click Done to close the popup:
Viewing Completed Forms
If you've set up an automation to auto-add new clients, their forms will be available in the Forms & Waivers section of their Client File.
If you are manually adding clients to your account, you can access their completed forms by going to My Clients > Prospective Clients section. Click the Review & Add button next to the client:
Click the View form button to preview the completed form, add notes or download it as a PDF:
