Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...
Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...
How Do I View Earlier Versions of Forms? All Users Form History allows users to view previous saved versions of forms. About Form History All new updates to a form will be saved to Form History. Form History can be accessed through an icon on the ...
What is the Form Requirements feature and how does it work? Administrators Have you ever needed to ensure that each and every staff person has completed a required form before creating records? Do you require each staff person to review a specific ...
How to: Delete a Signature Administrators This Support Article will show you how to enable a User to delete Signature Requests from an Activity Record. Terminology can be modified within these Programs per Version. If the terminology in our articles ...