The Forms > Settings page allows your practice to establish default document storage locations and manage other general Online Forms settings.

This guide covers:

Important: Settings are organized into individual sections. Use the applicable Save button after making changes.

The Common Settings section contains options that apply more broadly to the Online Forms experience.

Enable Show Doctor and Witness Signatures in Kiosk App when doctor and witness signatures should be displayed as part of the applicable Kiosk App workflow.

After changing this option, click Save.

Use Online Form Settings to select the default folder or document category where completed general forms should be stored in your Practice Management System (PMS).

Choose the appropriate folder or document category from the available options.

For example, a practice may use a category such as: Patient Identification

The available options depend on how documents are organized within your PMS.

The selection made under Online Form Settings acts as the default.

If an individual form needs to be stored in a different location, you can customize its folder or document category separately.

This allows your practice to establish a standard storage location without requiring every form to use the same category.

Use Scanned Document Settings to choose the default folder or document category where scanned or manually uploaded patient documents should be stored.

Select the appropriate PMS category and click Save.

Using a consistent storage location can help team members locate patient documents more easily.

If your PMS document structure changes, revisit this setting to make sure the correct category is still selected.

Use Reset general forms when you need to reset general forms that were synced from admin.

Because resetting may remove changes made to synced forms, use this option carefully.

Before resetting:

Use Reset consent forms to reset consent forms that were synced from admin.

This is different from changing the settings that control how consent forms are stored or displayed.

Use this reset option carefully if your practice has customized its synced consent forms.

Use Reset admin package forms to reset forms that were synced through admin packages.

Before using this option, verify whether your practice has made changes to the applicable forms.

Use Reset Templates when email or SMS templates need to be returned to their built-in/default versions.

This can be useful if a template has been heavily customized and your practice wants to return to the original content.

Important: Resetting a template can remove your existing customizations. Review your current template before resetting.

Use the available Reset and Save controls as appropriate for the section.

The Package Description allows your practice to provide patient-facing instructions or other information alongside a package of forms.

This can help patients understand what they need to complete before their appointment.

For example: "The listed forms are required before your appointment. Some forms can only be completed within 12 hours of your appointment time."

The Package Description includes a Rich Text Editor that lets you customize how your message is presented.

Use formatting when it helps make instructions easier for patients to understand. Avoid adding unnecessary information that could distract patients from the forms they need to complete.

The Package Description area supports language-specific content.

Use the available language options to review or configure package instructions for the languages supported by your practice's workflow.

When maintaining multiple versions, make sure the instructions communicate the same essential information across languages.

Consider including:

Information that applies only to one individual form is generally better placed within that form.
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After making changes to a settings section, click the applicable Save button.

Because different areas of the page have separate Save controls, saving one section does not necessarily mean changes in another section have also been saved.