View Forms

  1. Go to "Forms" in your GetSetPro dashboard
  2. Optional - To switch locations, select drop down (if your practice has multiple locations)
  3. Select the form you'd like to view 
  4. OR select from your form notification

Managing Form Status

  1. Optional - Select to mark a form complete (the form will now have a  in the list view)
  2. Optional - Select to mark a form previously marked as complete as now incomplete
  3. Optional - Select to mark a form as read (form will no longer be in bold in list view)
  4. Optional - Select to mark a form unread (form will appear in bold in list view)
  5. Optional - Select  to delete a form
  6. Optional - Select  to copy the link to share the form elsewhere
  7. Optional - Select  to save a copy of the form to your computer
  8. Optional - Select  to print a physical copy
  9. Optional - Select  to show blocs of text that are hidden by default
  10. Optional - Select  to show blank fields that are hidden by default

Form Notifications

  1. Go to "Forms" in your GetSetPro dashboard
  2. Select
  3. OR select from a form notification email
  4. Multiple Locations- Select  to ensure you're setting notifications for the correct location
  5. Select or  next to each form to set notifications for email and desktop
  6. Optional - Select under  to view or edit notifications for other staff