Forms & Waivers
- Creating Forms & Waivers
- Uploading existing PDF forms and worksheets to your account
- Using pre-built Practice Better form templates
- Adding rules and conditional questions to your forms
- Require clients to complete forms before requesting services, packages and programs
- Embedding forms on your website
- Public Form Link
- Completing forms on your clients' behalf
- Adding private notes to completed forms
- Resending completed forms to your client for changes
- Importing Form Data into your Client's File