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How do I share a digital form with my clients?

These are the steps to take to share a digital form.

  1. To create a digital form, visit the help article How do I create a digital form?
  2. Click FORMS tab in your menu bar
  3. Click the form you wish to share
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  4. Click Send
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  5. Select the client you wish to share the form with (or multiple).
  6. Click Confirm.
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  7. Your client will be automatically informed that you have sent them a form with instructions to access it.
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Go to Forms in HealthBank →