You can manage important forms, such as consent or insurance coverage forms, directly in Owl.  To begin, select Manage from the main view on the left, and then select Forms.

From here you see a list of your forms.  If you select a form you can Edit, Send, Copy, convert to PDF, De-activate, Delete, and if you select the inverted pyramid icon, set the Author, Status, select whether or not the form has been Sent manually, and view Past Versions.

Creating Forms

You can create your own customized forms by selecting the + icon in the upper right of the screen.

This will open the Form Customization menu.  Here you can craft your own form by selecting various questions from the list on the left hand side.  To begin, you can enter a name for your form in the upper left hand side in the box labeled New Form.

Under the Configure area you can add sections such as Headings, Dropdowns, and the Date and Time.  Once selected, the option will appear in the main pane in the center.  Here you can adjust the type from the drop down menu on the right, as well a copy the section, adjust any settings, or delete the section from the options on the bottom of the card. You can also label the section using the box on the left hand side. You can preview your form by selecting Preview in the upper right hand side as well.  Once you are finished, select Save Form on the bottom right.

Editing Forms

You can edit forms in much the same way.  First, select the form you wish to edit and then select the Edit button in the upper right section of the menu.

From here you can make changes just like creating new forms.  Additionally, you can create a PDF of the form by selecting the PDF button or print a copy physically by selecting the Printer icon in the upper right.

If you attempt to edit a form that has already been sent to the client, you will receive a warning informing you a revision of this form will be created if changes are saved to preserve historical data.  You have the option to Continue Editing or to Duplicate the form. 

Sending Forms

You can send forms directly to a client's email by selecting the Send button.

From here you can select multiple forms including the one you have already selected. Simply enter the client's name in the Search Clients field to select a client and the forms will be sent to their email or to the Client Portal if they have that enabled. Learn more about accessing forms in the Client Portal here.

Alternatively, you can send forms from the Clients menu by first selecting the client and then selecting Send Forms under actions.

Here you will get a menu that allows you to select the desired forms to send as well as a recipient and customize an email message containing the forms.  When you are ready, select Send Forms.

Checking the Status of a Form

You can check the status of a sent form, as well as resend and dismiss forms, through the Workflow menu.  Select Forms from the secondary pane on the left hand side and then select the form in question.  You can select Dismiss or Resend in the upper right to dismiss or resend the form if needed.