When creating a new form or editing an existing form, you can select ‘Automatically save completed form to PMS’ (Only applicable where the PMS supports this)
This option appears beneath the form intro section when creating or editing a form. If selected, when a client completes and submits a form, it will be saved to your PMS as a .pdf attachment.
Some PMS’s support the capability to save to either a client record or a patient record as a .pdf, where applicable, this can be selected from the drop-down.
Alternatively, you can manually download a completed form as a .pdf and save this where you require.
To do this, go to ‘Forms submissions’, find the completed form you wish to download, select the 3 dots menu and select ‘Download .pdf’
Note: A downloaded .pdf will display the practice-specific logo in the top left. This logo is held in Digital Practice admin under the Branding section.