You can use your Public Form Link to allow new and existing clients to complete forms at any time.
You can only use your Public Form Link for 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 Share link from the options provided
4) Copy the link from the popup. This link can be associated with a button on your website or shared directly with clients via email or other communication channels.
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:
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