Building a form template
A form template is what gets sent to a patient to fill in — an intake form, a consent form, anything you need in the patient's own words or with their own signature.
Design the form
Go to your settings and open Patient form templates, add a new one, and give it a name. Build it from text, multiple choice, checkboxes, dates, a file attachment field for anything the patient needs to upload, and a signature field for anything that needs their sign-off.
Control who sees it and how it's delivered
Restrict access to practitioners only if a form shouldn't be patient-facing at all. Turn on Send completed form to the patient so they get a copy of their own answers by email once they submit — this only applies to simple forms; a form with an attachment field always sends as a link instead.
Showing it inside a telehealth visit
Turn on Show inline in telehealth chat so this form can be filled in right inside the video visit's chat, without the patient needing to leave the call or check email for a separate link.
Retiring a template
Archive a form template you no longer use. Forms already sent from it, completed or not, keep their record.