Forms & Waivers
- Creating Forms and Waivers Manually in Practice Better
- Sending Forms to Clients
- Sending Form Reminders to Clients
- Creating Forms & Waivers with Practice Better’s Automatic Form Builder
- Uploading Existing PDF Forms and Worksheets to Your Practice Better Portal
- Adding Pre-Built Form Templates from Practice Better’s Template Library
- Collecting Client Credit Card Information Through a Form
- Adding Conditional Flows to Your Forms
- Adding Grand Totals and Averages to Your Forms
- Viewing grand totals
- Sending Forms Automatically after Bookings and Packages are confirmed
- Sending Recurring Forms
- Requiring Forms During the Booking Process
- Viewing the Form Response Summary Report
- Sharing Public Forms with Prospects and Clients
- Adding Signatures to Forms in Practice Better
- Completing Forms on Behalf of a Client
- Adding Private Notes to Completed Forms
- Mapping and Importing Form Responses into Client Records
- Resending Forms to Clients for Edits
- Sharing Forms with Colleagues
- Setting Up Your Nutri-Q Integration
- Setting up Your Whole Practice Integration (Wellness Questionnaire)