Choose from pre-designed templates, like “Health History,” which capture information such as demographics, insurance, HIPAA acknowledgments, and more! Or, build custom forms using a simple drag-and-drop interface, adding data fields, checkboxes, and legal disclaimers, while the patient-friendly design options like tabs and steps improve usability.
One of the options you will have is whether a form is sent only to patients whose status is New, or only to existing patients – or both!
Watch this video to get a better understanding of how to create and publish a custom form (Duration 4:17).
Updated September 2025
Additional Information
- For additional information on specific topics, such adding Conditional fields, customizing Medical Conditions, and adding Images to your forms, visit the Form Builder Quick Start Guide.