Using System Forms


Good Faith Estimate (GFE)

This tutorial explains how to customize a Good Faith Estimate and send it to clients to electronically sign.


System forms

System forms allow you to get up and running quickly by selecting common forms such as diagnostic assessment, screenings, notes, and questionnaires to use for your practice. Navigate to system forms by going to Forms & Documents > Forms > System Forms.

To add a system form to your account, click the + Add button. The form is then copied to your My Forms tab for you to use, edit, or clone.  You can also add a system form from the My Forms tab by clicking the + Add button and selecting the form from the Import system form drop down.

Frequently Asked Questions

Do you have a Release of Information (ROI) form? 
Yes, you can use the system form and add it to your forms list to edit. Each state has their own state-specific requirements so we encourage you to review those to make sure the Release of Information form you send meets those requirements. If you choose, you can upload your own template (such as in PDF format) and share those documents to your clients through the portal for them to fill out, sign, and upload back to you.

What about The "No Surprises Act?" Do you have a "Good Faith Estimate" form?
Yes, we have created a form for you to customize and fill out necessary cost estimates to share with your clients. Please see the Good Faith Estimate Tutorial.

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