Forms & Waivers
- Creating Forms & Waivers
- Uploading existing PDF forms and worksheets to your account
- Adding Pre-Built Form Templates from Practice Better’s Template Library
- Adding Rules and Conditional Questions to Your Forms
- Adding Grand Totals and Averages
- Viewing grand totals
- Sending Recurring Forms
- Require clients to complete forms before requesting services, packages and programs
- Viewing Form Responses
- Embedding Forms on your Website
- Public Form Link
- Unable To Add Signature To PDF Form
- Completing Forms on Your Clients' Behalf
- Adding Private Notes to Completed Forms
- Importing Form Responses into your Client Records
- Resending completed forms to your client for changes
- Redirecting Clients After Completing Forms
- Sharing Forms with Colleagues
- Setting Up Your Nutri-Q Integration
- Setting up Your Whole Practice Integration