To Create A New Packet:
Adding a Packet of Forms
You can setup an additional packet of forms by simply clicking ‘Add a Packet.’ There are 4 steps to creating a new packet:
- Add – Add in as many forms as you need, you have the option to start from scratch, customize a template, import a form from an existing packet, or upload a file to have converted for you.
- Build – To build your forms, simply drag and drop the field elements, images, signatures, and formatting elements on to your form.
- Style – Add your logo, brand, and styling to your forms. Change the colors, sizes, and fonts of your forms.
- Publish – You must publish your forms in order for the new packet to be viewed and completed by patients.