How to Use Adit Patient Forms Library

Adit Forms Library contains a robust and diverse set of templates for your practice to utilize in creating and sending patient forms. 

- Navigate to the Patient Forms module, then the Form Builder option at the top, then select Library to access. You can also filter by form types as shown below.

- From here, you can either select to preview a form template, or select Use Template to bring up the form editor.

- Previewing a form will show what the form will look like to a patient, and will additionally show a banner indicating it is a template preview and will leave the logo field blank.

- Selecting Use Template will bring up the form editor and will allow you to make changes or save the form as is if desired.

If you are in the Overview you will need to select a location prior to selecting this or a window will appear asking for the desired location.

For more information on editing and creating forms, you can can view the guide here: Guide to Creating a Patient Form

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