You can access our pre-built forms and waivers to incorporate and modify to suit your needs.
To create a form from a template, go to Templates or My Practice > Forms & Waivers > Create from template.
Select a form template from the list to add and customize. You can also choose to view the templates first and see all the sections and formatting before deciding to use them.
After previewing the form, click Add Template to add this resource to your portal.
You can then click Done to continue adding templates from the library to your portal, click View my forms to go to that resource page, or click Edit to open the Form editor.
Templates may contain placeholders for you to replace with your personal information. Please review the content of this form/waiver before sending it to your clients.
Using a template code
If you received a template code from a colleague using Practice Better, click Unlock Templates at the top of the template page.
Enter the access code in the field and click Submit.
The form template will appear in the list of templates. You can click to open it and save a copy.