Forms Templates

How to View and Customize Templates for Sending Online Forms

To view or edit the templates used for patient forms and consents in PbN, follow these steps:

1. Navigate to the Forms section at the top of the PbN interface.
2. Locate the Templates section on the left side of the page.

In the Templates section, you will see all the templates used for sending online forms, including both manual and automatic messages. There are specific templates for signed Treatment & Consent forms, which are follow-up messages sent to the patient’s email after they sign and agree to the forms.

For each message template, you have the following options:

• Test: Sends the message to yourself.
• Preview: Displays the message as it will appear to the recipient.
• Edit: Allows you to change the wording of the message.