In Practice by Numbers, you can simplify form delivery by creating Form Packages—groups of forms and consents bundled together for easy sending. Whether onboarding new patients or collecting updated documents from returning ones, Form Packages save time, reduce manual effort, and ensure every patient receives the right information.
How to Access Form Packages
To view or manage Form Packages:
Click the Forms tab from the top navigation bar.
In the left-hand menu, select Packages.
This will take you to the full list of existing form packages, including your default New Patient Package and any custom packages you’ve created.
What Is a Form Package and Why Use One?
A Form Package is a collection of patient forms and consents that can be sent together in a single action. This eliminates the need to send each form individually and helps ensure consistent documentation for each patient type.
Why Packages Are Beneficial:
Efficiency: Send multiple forms at once—no need to select each form manually.
Consistency: Ensure the same set of forms is sent for specific visit types (e.g., new patients, pre-surgery).
Better Tracking: Easily manage and monitor what was sent and when.
Customizable: Tailor packages for different purposes (e.g., hygiene appointments, treatment follow-ups).
The Default Package: New Patient Package
Practice by Numbers includes a default pre-built New Patient Package.
Automatically Sent: If New Patient Automation is enabled, this package is automatically delivered to new patients when they’re added.
Pre-configured Forms: Typically includes Medical History, Patient Info, Insurance Info, and consent forms required during onboarding.
🔹 Important: This is the only package that supports automatic sending. All other packages must be sent manually.
Creating or Editing a Package
You can either edit the default New Patient Package or create new ones for other use cases (e.g., Existing Patients, Annual Updates, Specialty Procedures).
To create or customize a package:
Click Create New or use the ✏️ Customize icon next to an existing package.
Enter a Package Name and optional Description.
Select the forms and consents you want to include from the list.
Click Save to finalize the package.
How to Use a Form Package
Once a package is saved, you can send it from the patient profile or other relevant sections.
Steps to Send a Package:
Go to a patient’s profile and select Forms.
Click the +Form or +Consent button.
In the pop-up window, switch to the Form Packages tab.
Select your desired package and click Add.
Choose your delivery method (e.g., Email or SMS).
Automation vs. Manual Sending
Feature | New Patient Package | Custom Packages |
Automatically Sent | ✅ Yes (if automation is on) | ❌ No |
Manual Sending Required | Optional | ✅ Yes |
Use Case | First-time patients | Recalls, updates, special scenarios |
Managing Form Packages
Each package listed on the Packages page includes handy action buttons:
🖨️ Print – Print the full package.
🔗 Copy Link – Generate and copy a direct shareable link.
✏️ Edit – Modify the package name, description, or included forms.
❌ Delete – Remove the package from your list.
🚫 Note: The New Patient Package cannot be deleted, but you can edit it as needed.