Disabling Form Automation

A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation
  7. Click on the dropdown menu and choose Don't Use Form Automation
  8. Click Save

Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

Add a Form to My Website

Preview Completed Forms

Adding a Signature to a Form

Emailing Agreements

Sending Patient a Copy of a Signed Agreement

Print Blank Form

Print or Download Completed Forms

A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation
  7. Click on the dropdown menu and choose Don't Use Form Automation
  8. Click Save

Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation
  7. Click on the dropdown menu and choose Don't Use Form Automation
  8. Click Save

Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

Add a Form to My Website

Preview Completed Forms

Adding a Signature to a Form

Emailing Agreements

Sending Patient a Copy of a Signed Agreement

Print Blank Form

Print or Download Completed Forms

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice