Create and Manage Healthcare Forms

EasyDocForms forms are digital patient-facing questionnaires used for intake, consent, assessments, insurance, medical history, and specialty workflows. Forms can be built from scratch, generated from existing PDFs, cloned from shared templates, or grouped into packets.

Ways To Create a Form

Method	Best for
Blank form builder	Custom forms where you already know the exact questions.
PDF to Webform AI	Existing paper intake packets, consent PDFs, and clinical questionnaires.
Shared templates	Common forms your organization or EasyDocForms has already prepared.
Packet builder	Combining multiple existing forms into one patient-facing workflow.

Form List

The All Forms page lets you:

• Search forms by title or description.
• Filter by form status.
• Switch between list and grid views.
• Edit a form.
• Share a form.
• Preview a form.
• Duplicate a form.
• Archive a form.
• Open responses.
• Create a packet.
• Browse shared templates.

Form Statuses

Forms may have statuses such as:

Status	Meaning
Draft	Form is being prepared and should be tested before patient use.
Active	Form is ready to send and collect responses.
Paused	Form should not be used for new submissions.
Archived	Form is hidden from normal form lists, but existing responses are preserved.

Archiving a form does not erase patient responses. Use Data Export and Cancellation if you need records exported or deletion reviewed.

Form Settings That Matter

Each form can include settings that affect how patients and staff interact with it:

• Title and description.
• Category, such as intake, consent, assessment, insurance, or medical history.
• PHI handling flags.
• Auto-save and partial submission behavior.
• Supported languages where localization is configured.
• Physician summary configuration.
• Packet metadata when the form is a packet.

Packets

A packet combines multiple forms into one patient workflow. This is useful for:

• New patient intake plus medical history.
• Service-specific consent plus demographics.
• Personal injury intake plus body diagram and outcome measures.
• Med spa treatment consent plus post-care instructions.
• Chiropractic intake plus review of systems and pain assessments.

Packet builder tracks source forms, source order, duplicate decisions, compile metadata, and drift state. If a source form changes later, the packet can show that updates are available.

See Form Packets for setup steps, packet refresh behavior, response review, and examples for med spa, IV therapy, chiropractic, PT, pain management, and other healthcare workflows.

Shared Templates

Shared templates are reusable form starting points. In Shared Templates, users can:

• Browse curated templates.
• Clone a template into their own forms.
• Customize the cloned form before patient use.
• Publish a form as a shared template if their permissions allow it.

Templates are useful for repeatable workflows, but every clinic should review language, clinical content, consent text, and state-specific requirements before use.

Duplicate a Form

Duplicating a form is useful when you need a variant:

• One version for new patients and one for established patients.
• A service-specific version of a consent.
• A Spanish-language version or specialty-specific version.
• A test copy before making major edits.

After duplication, review share links and integrations. A new form copy does not automatically replace every existing Square service mapping or scheduling visit type.

Archive a Form

Archive a form when it should not be used going forward but responses must remain available. Common reasons:

• Consent language changed.
• A new version replaced the old form.
• The form was seasonal or service-specific.
• The workflow moved into a packet.

Before archiving a live form, check whether it is used in:

• Active share links.
• Square service mappings.
• Scheduling visit types.
• Packets.
• Staff instructions or printed QR codes.

Before Sending a Form To Patients

Use this checklist:

1. Preview the form on desktop and phone width.
2. Submit a test response with non-production data.
3. Review the response detail page.
4. Generate a PDF and confirm formatting.
5. Confirm required fields and conditional logic.
6. Confirm consent and signature text.
7. Create or update the share link.
8. If used with scheduling or Square, confirm the form is attached to the correct visit type or service.