Building paperwork templates

Name the template and pick the document type

The Basics card is the first collapsible section in the editor. It sets the template's name (internal only), the document title patients see at the top of the form, and the standardized type — which drives reporting and which compliance bucket the document falls into.

1. Enter a Template name. Internal label for admins (for example, "2026 HIPAA NPP — Mercer Island ENT"). Patients never see this.
2. Enter a Document title. Patient-facing heading rendered at the top of the signing page and on the saved PDF (for example, "Notice of Privacy Practices").
3. Pick the Document type. Choose the closest match from the dropdown — HIPAA NPP, Consent to Treat, Financial Policy + AOB, Financial Policy, Payment Responsibility, Communication Preferences, Telehealth Consent, No-Show / Cancellation Policy, Clinical Photography Consent, Release of Information, Controlled Substance Agreement, or Custom.
4. Add an Internal description (optional). Notes for your team — when to use the template, which jurisdictions it covers, the legal owner. Never shown to patients.

Decide who gets this paperwork

The Who gets this paperwork card controls scoping. It determines which visits trigger the document — every booking, only new patients, only specific visit types, or only patients living in specific states.

1. Expand Who gets this paperwork.
2. Pick an Applies to mode. Four choices:
   • All patients — every scheduled visit triggers the paperwork.
   • New patients only — applied when the patient has no prior visits at the practice.
   • Specific visit types — applied when the visit type matches. Picking this reveals a checklist of every visit type configured across your physicians.
   • Specific patient states — applied when the patient's address is in a matching state. Enter codes as comma-separated, e.g. CA, NY. Useful for state-specific telehealth or controlled substance agreements.
3. Toggle Required task if the document must be acknowledged. Required tasks appear on the patient's outstanding-paperwork list. Optional tasks are presented but not blocking.
4. Toggle Active to publish or pause the template. Inactive templates do not trigger for new visits, but their existing signed copies stay in patient records.

Set the re-sign cadence and enforcement

The Signing rules card controls how often a patient re-signs the document and whether an unsigned document blocks the visit. Re-sign cadence ties to your legal/compliance requirements, and enforcement controls whether the front desk can override.

1. Pick a Re-sign cadence.
   • Sign once — patient signs only on their first visit.
   • Annually — re-sign when more than 365 days have passed since the last signature.
   • On document change — re-sign whenever you republish a new version of the template.
   • Every visit — always required, even if they signed last week.
2. Pick an Enforcement level. Advisory means the patient can still attend even if it's unsigned — staff sees a warning. Required blocks the appointment from being marked checked-in or arrived until the signature is in.

Write the document content

The Document content card holds the readable body of the document. Content is broken into numbered sections so patients can be required to initial individual provisions (HIPAA right to disclosures, telehealth limitations, payment policy, etc.).

1. Expand Document content. New templates start with a single empty section. Starter templates come pre-populated with standard language.
2. Click Add section for each provision you need. Each section is a discrete block — title plus body.
3. Fill in the Section title and Body. Use blank lines in the body to create paragraphs. The patient sees each section numbered and titled.
4. Toggle Require initials on this section when a section needs separate acknowledgement. Required-initials sections show an initials button next to them on the patient side. The final signature alone is not enough.
5. Reorder sections. Use the up/down arrows on each section card to move it. Section numbers update automatically.
6. Use the [Practice Name] placeholder. Anywhere you'd write the practice's legal name, type [Practice Name] instead. At signing time the placeholder is replaced with your organization's name on screen and in the saved PDF.

Add patient response fields

The Patient response fields card is where you collect structured input — acknowledgement checkboxes, free-text answers, dates. Each response field is a single, ordered input that appears below the document body.

1. Expand Patient response fields. New templates start blank. Add fields with Add response field.
2. Pick a Response type.
   • Required checkbox — patient must check the box to continue.
   • Optional checkbox — patient may check; useful for permissions like "I consent to email reminders".
   • Short text — single-line input.
   • Long text — multi-line input for narrative answers.
   • Date — date picker, useful for declaration dates or witness dates.
3. Write the Label or question. This is the prompt patients see next to the field. Be explicit ("I have received the HIPAA Notice of Privacy Practices.").
4. For text and date types, toggle Require a response. Required fields block submission until filled in.
5. Reorder or delete fields as needed. Use the arrows or trash icon on each field card.

Add version notes and publish

Every save creates a new version. The version number is shown in the editor header and in the sidebar; prior versions remain attached to the signatures captured on them, so historical audit trails are preserved.

1. Open the Preview toggle in the header. The preview pane renders exactly what the patient will see — title, sections, response fields, and the signature block.
2. Walk through each required-initials section and response. Spot anything that reads awkwardly on a phone, missing punctuation, or unclear labels.
3. Switch back with Back to editor and fix issues.
4. Add Version notes in the Publishing card. Optional, but recommended — note what changed and why ("Updated HIPAA section 4 for 2026 OCR guidance"). The version note appears in the audit log next to the resulting signatures.
5. Click Save & publish version. The new version goes live immediately. If Re-sign cadence is set to On document change, every applicable patient is asked to re-sign starting with their next visit.

What the patient experiences

Once both features are configured, patients see a single pre-visit checklist after they book — questionnaires and paperwork rolled together — accessible from the portal, the booking confirmation email, and the SMS reminder.

Common questionnaires & paperwork issues