Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Forms provide a complete lifecycle for collecting and managing information across your practice. With dedicated automation processes and the ability to apply practice branding, Forms delivers a consistent, professional, and integrated experience for your practice.
Watch this tutorial to learn how to:
- Enable the Forms feature for your practice
- Display Sample Form Templates
- Set the Default Email Template
- Apply a Primary Brand Colour.