Setting Required Forms Based On The Appointment Type

You can configure which forms are available for specific appointment types (for example: setting new patients to receive certain forms and existing patients to receive others). If no forms are selected for a particular appointment type, all forms will be available by default for that type.

  1. Select Appointments > Configuration… > Appointments Types

  2. Use the Show All button to view all appointment types. Or use the Search field to further drill down your search.

    Place a check in the "Include inactive types" box to include inactive appointment types in your search results.

  3. Select the Appointment Type.

  4. Click the Intake Forms side panel.

  5. Use the checkboxes to set the forms that will be available when creating appointments with this type. 

  6. Click Save. Otherwise, click Close if no changes were made.