Custom Forms

Create your own forms using a variety of field types (text, date, dropdown, checkbox, radio button, table, etc.).

forms-lg
providerShot

How It Works

  • Demographic field types automatically pre-populate with client data, and electronic signature fields can be signed in face-to-face meetings or remotely via email requests.

  • Workflows can be designed into each form, and you can even output the form data directly onto an original PDF form to ensure 100% compliance. 

  • Standard state forms, a variety of hospital forms, and many others are included in a library of standard forms from which to choose.  

providerShot

How It Works

  • Demographic field types automatically pre-populate with client data, and electronic signature fields can be signed in face-to-face meetings or remotely via email requests.

  • Workflows can be designed into each form, and you can even output the form data directly onto an original PDF form to ensure 100% compliance. 

  • Standard state forms, a variety of hospital forms, and many others are included in a library of standard forms from which to choose.