Publishing patient forms
As needed, you can publish patient forms.
To publish a patient form
How to get there
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Do one of the following:
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If the legacy patient forms are enabled:
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On the Settings menu, under Location, select Patient Forms.
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On the Patient Forms page, click Try New Forms.
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In the Try New Forms dialog box, click Set Up Forms.
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If the new patient forms are enabled:
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On the Settings menu, under Patient Care, select Form Builder.
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The Patient Forms page opens on a new browser tab.
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On the Patient Forms page, in the Actions column, click (or tap) the ellipsis of the form that you want to publish to view a menu, and then select Publish.
Note: You can filter the list of forms by their assigned patient types. Under Patient Type (on the left), either select All, or select New Patient or Existing Patient.