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Forms

Video guideGenerate and share formsWatch on Loom

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. Click Form or New form.
  3. Search for a form or open its category.
  4. Select one or more forms.
  5. Choose Generate individually or Merge & generate when several documents are selected.

Generation continues in the background. A form that is processing or in error cannot be sent to the patient.

Review a form​

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

  • review and edit PDF fields;
  • save your changes;
  • print or download the document;
  • delete the form.

Save changes before closing the viewer.

Send forms to the patient​

You can select one or more ready forms and send them by email or phone.

  1. Confirm that the patient's date of birth is entered under Details.
  2. Select the forms to send.
  3. Click Send to patient and choose the delivery method.
  4. Verify the date of birth with the patient.
  5. Enter the email or phone number, then send.

The patient receives a secure link. They must enter their date of birth in the requested format before viewing and downloading documents. An expired link can no longer be used.

Submit a missing form​

If the required form is unavailable:

  1. Click Can't find your form? in the picker.
  2. Add a static or fillable PDF no larger than 20 MB.
  3. Choose the workplace where it should be available.
  4. Click Submit for review.

The Saro team prepares the document when needed and contacts you when it is available in your environment.