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Adding custom forms

< 1 min read

You can easily upload and manage your own forms through the Patient Profile page.

Step-by-Step Instructions #

  • Navigate to the Patient Profile
    Go to the profile of the patient you wish to manage.

  • Access the Forms Section
    Scroll down to find the Forms section.
    Click on the Add Form button — this will take you to the Forms page.

  • Upload a New Form
    • Click the New Form button to open a pop-up.
    • Choose a file from your device or drag and drop it into the upload area.
    • Enter a name for the document.
    • Click Save.
    ✅ Your form is now uploaded successfully!

  • Assign the Form
    After uploading, you can assign this form to the same patient or to any other patient later on.

✅ Tip: All forms you upload are reusable — they can be assigned to multiple patients as needed.

Updated on May 6, 2025

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