How it works

  1. 1

    Create the office

    Add your name, work email, and office phone. Confirm the email and turn on two-step sign-in.

  2. 2

    Accept the agreements

    The owner accepts the terms and the BAA. Forms stay unpublished until that is done and a plan is active.

  3. 3

    Design the form

    Pick a specialty template or start blank. Drag fields, add your logo, and set the letterhead.

  4. 4

    Publish and share

    Copy a link or an iframe. Confirm at least one notification email first. Patient details stay out of that email.

  5. 5

    Receive and track

    Referrals arrive as New. Your team reviews, contacts, schedules, declines, or closes them, and can print a PDF anytime.

E‑signatures

  1. Upload the document. Any file you would ask someone to sign.
  2. Place a signature or initials field for each signer. The fields use that signer’s color.
  3. Send the link. It stays open for that signer until they sign.
  4. After every signer has signed, the completed PDF can be emailed to them.