Setting up an Additional Form

Practitioners may send additional forms to Patients to ensure they update their health history or provide relevant information for their visits.

  1. Go to a Patient's profile.
  2. Click on the Forms tab in the sidebar.
  3. Click on Add Form button.
  4. Select the Form and the Agreements (if any).
  5. Choose your method of delivery: Email or Complete Now.

Managing Form Automation

Adding Agreements to Patient Profiles

Creating Custom Question Types on Your Forms

Resending a Form to a Patient

Viewing Current Forms from an Appointment

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

Practitioners may send additional forms to Patients to ensure they update their health history or provide relevant information for their visits.

  1. Go to a Patient's profile.
  2. Click on the Forms tab in the sidebar.
  3. Click on Add Form button.
  4. Select the Form and the Agreements (if any).
  5. Choose your method of delivery: Email or Complete Now.

Practitioners may send additional forms to Patients to ensure they update their health history or provide relevant information for their visits.

  1. Go to a Patient's profile.
  2. Click on the Forms tab in the sidebar.
  3. Click on Add Form button.
  4. Select the Form and the Agreements (if any).
  5. Choose your method of delivery: Email or Complete Now.

Managing Form Automation

Adding Agreements to Patient Profiles

Creating Custom Question Types on Your Forms

Resending a Form to a Patient

Viewing Current Forms from an Appointment

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice