Digital Forms

Linking Forms to Appointment Types

You can link digital forms and appointment types so that when a patient arrives for an appointment, the appropriate forms are indicated for you to print or obtain a signature.

To link specific forms to appointment types:

1. Select Tables > Appointments > Types. The Appointment Type Search window is displayed.

2. Search for an appointment type or click Display All.

3. Select the appointment type, and click Edit. The Appointment Type Data Entry window is displayed.

4. Click the Forms tab. The list of forms in your library is displayed.

5. In the Category field, select All Categories.

6. Select the checkbox for each form you want to associate with this appointment type.

7. Click Ok.