Add a Form to My Website

Practitioners may want to add a Form button to their website for a convenient process of form intake. You can add a Form button to your website by following these steps. Each form template will have a unique link.

  1. Log in as Admin
  2. Click the Gear icon (top right)
  3. Click on Templates
  4. Click on Forms
  5. Click on the form Name
  6. Click on the Settings button
  7. Copy and paste the Link URL into the appropriate spot on your website. This will allow the form to be shared on your website or email. Upon completion of this form, a new patient will be created.

Important Note: Please note that every time someone clicks on a link on your website, a new patient profile will be created in your clinic. This link should be for new patients/clients.

Preview Completed Forms

Adding a Signature to a Form

Emailing Agreements

Sending Patient a Copy of a Signed Agreement

Disabling Form Automation

Print Blank Form

Print or Download Completed Forms

Practitioners may want to add a Form button to their website for a convenient process of form intake. You can add a Form button to your website by following these steps. Each form template will have a unique link.

  1. Log in as Admin
  2. Click the Gear icon (top right)
  3. Click on Templates
  4. Click on Forms
  5. Click on the form Name
  6. Click on the Settings button
  7. Copy and paste the Link URL into the appropriate spot on your website. This will allow the form to be shared on your website or email. Upon completion of this form, a new patient will be created.

Important Note: Please note that every time someone clicks on a link on your website, a new patient profile will be created in your clinic. This link should be for new patients/clients.

Practitioners may want to add a Form button to their website for a convenient process of form intake. You can add a Form button to your website by following these steps. Each form template will have a unique link.

  1. Log in as Admin
  2. Click the Gear icon (top right)
  3. Click on Templates
  4. Click on Forms
  5. Click on the form Name
  6. Click on the Settings button
  7. Copy and paste the Link URL into the appropriate spot on your website. This will allow the form to be shared on your website or email. Upon completion of this form, a new patient will be created.

Important Note: Please note that every time someone clicks on a link on your website, a new patient profile will be created in your clinic. This link should be for new patients/clients.

Preview Completed Forms

Adding a Signature to a Form

Emailing Agreements

Sending Patient a Copy of a Signed Agreement

Disabling Form Automation

Print Blank Form

Print or Download Completed Forms

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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