If you want to allow patients to complete forms (such as insurance information and consent for treatment forms) online, you can enable the patient forms feature.
Important: Do not turn this feature on until after you have activated the forms that you want to use, customized any consent forms that you want to use, and inactivated the forms that you do not want to use.
To enable patient forms
How to get there
If you are not already viewing the correct location, select it from the Location menu.
From the Settings menu, under Location, clicktap Forms & Disclaimers.
The Forms & Disclaimers page opens.
On the a location's Forms & Disclaimers page, set the Patient Forms switch to On.