Once you have created your desired forms, they can now be added to packets. A packet includes multiple forms. For instance, a New Patient Packet could include all of the forms a new patient would need to complete prior to their first visit.

You must have the user role of Admin to access the Forms dashboard.

This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

Create a Digital Forms Packet

  1. Select Forms_Builder.svg Form Builder at the top of the dashboard menu
  2. Click Packets 
  3. Select the Plus.svg icon
  4. Click the title New Packet (unsaved) to name the packet
  5. Search for and select the forms you would like added to the packet
  6. Click Save Packet once finished 

Select the More.svg ellipses icon in the top right corner to copy the link, edit the name, or delete the packet.

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