Publishing patient forms

As needed, you can publish patient forms.

To publish a patient form

How to get there

  1. Do one of the following:

    • If the legacy patient forms are enabled:

      1. On the Settings menu, under Location, select Patient Forms.

      2. On the Patient Forms page, click Try New Forms.

      3. In the Try New Forms dialog box, click Set Up Forms.

    • If the new patient forms are enabled:

      1. On the Settings menu, under Patient Care, select Form Builder.

    The Patient Forms page opens on a new browser tab.

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.