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Custom Sheets Webinar

To register for a live webinar, or view a prerecorded version, see Webinars.

Sheets II - Sheets Customization
45 minutes + Q & A
Sheet Field Types will be discussed in detail. Learn how to import logos, create signature boxes, and add checkboxes.  Also learn how to customize a Referral Letter (and where to access and send thank you referral letters), two types of Medical History exams, and an Exam Sheet.

  • Sheet field types in detail (all buttons)
  • Create a referral letter
    • Preview, save, and use your new referral letter
  • Use Medical History forms chairside (kiosk and webform use in later webinar)
    • Medical History New Patient
    • Medical History Update
  • Exam sheet overview
    • Create an exam sheet using a telephone encounter as an example
    • Preview, save, and use your new exam sheet
  • Questions and Answers (as time permits)

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