Saving forms and documents as a patient file


Forms which are linked in some way to a client or patient can now be edited. Click edit from any form, then you can print, email or save it.

  • Save in files allows you to save the form into your client or patient files for future reference.
  • A nifty trick is that if you add an <input> tag to your form, you can save the form directly with the values in the input saved with it.


Save and edit documents for patients from CloudSwirl on Vimeo.

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