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Use a ready-made form template

Start from a form in the library instead of building your own from a blank page.

Table of Contents
  • Go to Setup, then Forms, and click Create Form.

  • Choose Browse Templates.

  • Search, or filter by type and profession.

  • Click a template to preview it.

  • Add it to your account and adjust it for your clinic.

Review templates carefully before you use them, as they aren't tailored to your clinic.

Up next

Next, read Clone a medical form.