Forms Packages: How to Create and Use Them

In Practice by Numbers, you can group patient forms and consents into packages, making it easy to send or assign them to a patient all at once. Here’s how to create and utilize these form packages:

1. Access Forms Packages:

• Navigate to the Forms tab at the top of the page.
• On the left side, click on Packages.

2. By default, you'll see a "New Patient Package" available for use.

3. Customize or Create a Package:

• You can either edit the existing "New Patient Package" or create a new one.
• To customize a package, open the customization menu where you can:
  • Name the package.
  • Add a description.
  • Select the specific forms and consents you want to include.

4. Using the Package:

• Once your package is created, you can easily send the grouped forms and consents to a patient without selecting each item individually.
• When sending forms, select +Form or +Consent to choose the forms.
• In the new window, choose the Forms Packages option at the top.
• Click Add to proceed, and then select your preferred method to send the information.