Forms
Each visit has a Forms tab with its Visit documents. Click Add to attach a form from your library. When you sign a note, forms linked to that note are filled in from it. Your practice starts with these forms:- Authorization Request
- Cardiac Clearance
- Ambulatory Surgery Scheduling Form
- Hospital Scheduling Form
- Hospital Physician Pre-Admission Orders
- Home Health Referral
- Referral Request
- CPM Order + PT Protocol
- Implant / Equipment Request
- Anesthesia Clearance Packet
Add your own forms
Go to Settings → Document Library, then click New Document or Open designer. Click Save draft while you work, and Publish when it’s ready to use. The library is in beta. Archiving a form removes it from the library. Copies already on visits stay.Patient guides
After each visit, a patient guide is drafted from the note: what you discussed and the patient’s next steps, in plain language.1
Open the guide
Open the note and click Patient guide.
2
Review it
Edit anything you like. Click Preview to see what the patient sees, or Regenerate for a fresh draft.
3
Save
Save publishes the guide to the patient’s private page. Nothing is sent yet.
4
Send it
Click Send to patient, then Send by email or Open text message. The patient needs an email address or mobile number on file.