Add Consents and Dynamic Forms to a Service


Add Consents and Dynamic Forms to a Service


You can attach Dynamic Forms & Consents to each service and treatment provider so patients automatically receive the correct information, consent forms, or questionnaires based on the appointment type they’re booked for. 


Forms can be set either to be sent out directly after an appointment is booked or at a set time before or after. Each one is linked to the specific appointment type, such as consultation, surgery or post-op, making it easy to manage what patients need to complete before their visit.



⚠️ To add a consent or dynamic form, you first need to have added it as a template: Create a New Form or Consent Template




Step-by-Step





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