Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
This walkthrough provides an overview of the key features of FYI Forms.
Explore how to configure practice settings, default email templates, custom branding, and the Forms Expiry Period. Build Form Templates with the Form Builder and apply conditional logic using the Rules Builder. Learn how to create general forms, share forms with clients, and pair Forms with automations to collect bulk data and map responses directly into FYI.
Rules builder is currently in beta for Elite practices.