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Forms

Forms are generated from the doctor's profile, patient record, and available notes.

Generate one or more forms​

  1. Open the patient record, then the Forms tab.
  2. Tap Form or New form.
  3. Search for a form or open its category.
  4. Select one or more forms.
  5. Tap Generate.

When several forms are selected, you can generate them separately or choose Generate merged to create one PDF.

Generation continues in Deferred Tasks. A notification tells you when the document is ready.

Review a form​

Open the form from the patient record or activity feed. You can:

  • review and edit PDF fields;
  • save your changes;
  • print the document;
  • download it;
  • prepare an email with the PDF;
  • delete the form.

Save changes before closing the viewer.

Send a form to the patient​

On mobile, use the form's share button to print, download, or attach it to an email.

To send several forms through a secure link by email or phone, use the web app. The patient must confirm their date of birth before downloading the documents.

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If the required form is unavailable, the web app lets you submit a PDF to the Saro team from the form picker.