You can watch the video or follow the steps below:


Click on your clinic’s photo on the Sidebar Menu.

Click "Edit Clinic".

Click the + button.

Fill out the title and the description.

Select the type of template.

For medical certificate, fitness certificate, or the waiver type:
Input with the corresponding values (e.g. General, Patient Details, Patient Encounter, etc.).

These corresponding values will be pre-filled uniquely for each encounter.

For the questionnaire type:
Click + Add Section as many as needed.

Input a section name.
Click + Add Question.

Select the question type.

Require the question to be answered if needed.

To edit or delete these forms, click the edit or delete icon.

For the multiple choice and checklist question type, users can add as many choices and items as needed.

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