Forms Templates

How to view and customize the templates used for sending online forms

To view or edit the templates used to communicate patient forms and consents, start by navigating to Forms at the top of PbN, and then find the Templates section on the left. 

From there you will see each of the templates used to send the online forms including the manual and automatic messages. The signed Treatment & Consent templates are follow-up messages for after the patient signs and agrees to each, sending a copy of the signed document to their email. 

For each message you have the option to Test, Preview or Edit the verbiage. Test will allow you to send the message to yourself, Preview will display the message, and Edit can be used to alter the verbiage of the message.

Forms Overview