☝️ Note: Your account comes with an example Intake form pre-loaded. This allows you to get a good idea of how form filling works, and how it flows through to your practice management system, without having to go through the trouble of converting your forms.

If you're not already, create yourself as a patient in your practice management system, then book yourself in for an appointment for today. Watch the appointment come through to the Appointments screen on the iPad (the blue background).

When it comes through, tap the appointment, then on the appropriate form you'd like to launch, then tap the start button in the top right-hand corner.

Go through the motions to fill out the form, then sign at the end. Then go check the record in your practice management system — it will have been updated with the details you entered on the form, a PDF will have been attached in Files, and a new treatment will have been created (edit this treatment note to see the hidden practitioner-only questions).

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