Forms & Waivers
- Creating Forms & Waivers
- Uploading existing PDF forms and worksheets to your account
- Using Practice Better Form Templates
- Adding Rules and Conditional Questions to Your Forms
- Adding Grand Totals and Averages
- 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
- Importing Form Data into your Client's File
- Resending completed forms to your client for changes
- Redirecting Clients After Completing Forms
- Sharing Forms with Colleagues