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In the patient’s Chart, click + → Patient Form. The treatments selected in the chart are linked to the form. New patient form from a template
  1. Choose the form in Free Forms. Its text, name and signature settings are filled in.
  2. Check the Doctor, Branch and Expiration Date.
  3. Edit the text if needed. Dynamic Values insert the patient’s name, doctor’s name, procedures and date.
  4. Tick Signature Required if the patient must sign.
  5. Click Create, or Create & View to sign it now.

✍️ Sign the form

Open the form and click Sign. Enter the Signer Name and Signer National ID, sign on the screen and click Save. Click Witness for a witness signature, if your clinic requires one.
A signed form can’t be edited. A treatment linked to a form that needs a signature can’t be completed until the form is signed.
Unsigned forms appear in the notifications (bell) and in Logs → Patient Forms. Print a form from its page. Form templates are set up in Settings → Templates → Free Forms, and procedures can create them automatically.