Getting Started

SmartForms V2 forms are the forms your patients fill in online before or during a visit. You build a form once, send it to patients by email, by a guest link, with an online booking or on a clinic tablet, and read their answers on their record.

You open SmartForms V2 from the main menu: click Smart Forms > Smart Forms v2. The pages in this section take you through a first form from start to finish and explain the page where you manage your forms.

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The Pages in This Section

Page	What it explains
Quick Start Guide	Building, saving, sending and reading your first form, step by step.
The Smart Forms Page	The Active Forms, Archived and Assignments tabs, their columns, the action icons and the status badges.

Note

If you are new to SmartForms V2, start with the Quick Start Guide. It uses a short consent form, so you see every step once before you build a longer form.

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Related Pages

• SmartForms V2 Overview: what SmartForms V2 is and how it differs from SmartForms V1.
• Building Forms: every way to build a form and the editor’s tools.
• Sending Forms: the ways a form reaches a patient.