Print forms

Opening

How to View Forms

1

Open the Forms / Print Forms section: Directories> Print forms

2

Review the list of available forms

3

Click the required form name or use the search bar on the right

4

Review the form content and structure

5

Click Print preview to view the preview of the Print form in PDF/Print format.

Closing

Result: Existing forms can be reviewed before editing or assigning them

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How to Edit Forms

1

Open the forms list

2

Select the required form

3

Click Actions>Edit

4

Update the required fields or sections

5

Save the changes

6

Re-open the form to confirm the update

Closing

Result: The form is updated successfully

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How to Create Forms

1

Open the forms section: Directories> Print forms

2

Click Create record

3

Enter the form title

4

Add the required fields and sections

5

Configure additional settings if needed

6

Save the form

Closing

Result: A new form is created

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How to Test Forms

1

Open the required form: Directories> Print forms> Choose the print form from the list

2

Use the test option - Preview with mock data

3

If no preview is available, test the form through the real workflow

4

Fill in sample data

5

Submit or save the form

6

Review the final saved result

Closing

Result: The form is tested before live use

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How to Attach Forms to Subscriptions

1

Go to Settings> Reception> Subscription plans tab

2

Choose the required subscription plan on the right side. It will be added to the left side list of plans with assigned forms.

3

Choose the print forms to attach to the subscription plan you’ve selected

4

If you want to add more forms, click the + button next to subscription plan/print form names on the left table

5

You can also delete the subscription plan/assigned form from the left list.

Closing

Result: The form is attached to the subscription plan

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How to Attach Forms to Services

1

Go to Settings> Reception> Services tab

2

Choose the required service on the right side. It will be added to the left side list of services with assigned forms.

3

Choose the print forms to attach to the service you’ve selected

4

If you want to add more forms, click the + button next to the services/print forms names on the left table

5

You can also delete the services/assigned forms from the left list

Closing

Result: The form is attached to the service

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How to Request Form Submission Separately

1

Open the Contact Card or the relevant admin workflow. Directories> Contacts> Search contact and click on the customer’s name

2

Go to the Documents tab and click +Add

3

In the next Print form editor window, you can choose one or multiple forms.

4

In print form, output field choose E-mail option and enter a valid email (it should be the customer’s email from his contact card by default, but you can also enter any valid email if needed).
Click the Send button to send the submission request to the patient

5

Confirm the request was created

Closing

Result: The patient can complete the form outside of a service or subscription workflow

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How Admin Is Informed When Forms Are Completed or Incomplete

1

Open the Contact Card or the relevant admin workflow. Directories> Contacts> Search contact and click on the customer’s name.
Go to the Documents tab

2

Review the assigned forms

3

Open the completed form if needed

4

Check whether all required fields are completed

5

Check whether signatures are present

6

Review the displayed form status

Closing

Result: Admin can verify whether a form is complete or incomplete

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How to Find Forms

1

Log in to the Client Cabinet

2

Open the section where the assigned forms are displayed

3

Review the available forms

4

Click the required form to open it

Closing

Result: The client can find the assigned forms

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How to Print Forms

1

Open the required form

2

Click Print if available

3

Review the print preview

4

Continue with printing

Closing

Result: The client can print the form

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How to Download Forms

1

Open the required form

2

Click Download if available

3

Save the file to the device

Closing

Result: The client can download the form

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How to Know That Forms Are Completed

1

Return to the forms list after submission

2

Locate the submitted form

3

Review the displayed status

4

Confirm the form is no longer pending

Closing

Result: The client can confirm the form was completed

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How to Complete Forms and Submit Them Digitally

1

Open the assigned form

2

Complete all required fields

3

Add dates, checkboxes, or uploads if needed

4

Click Sign and Add the digital signature if required

6

Review the confirmation

Closing

Result: The form is completed and submitted digitally