Introduction to Sheets Webinar
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Sheets I - Introduction to Sheets
30 minutes + Q & A
Learn what Sheets are and how to create custom sheets. Webinar will focus on use of basic Consent Forms and Patient Letters.
- Overview of sheets and sheet types (Sheet Defs window)
- Create a new consent form, Add or Customize a Sheet
- Sheet design - overview of the Edit Sheet window
- Edit the properties of your new consent form, Edit Properties
- Select, move, and edit fields on the sheet
- Preview, save, and use your new consent form
- Create a patient letter
- Use the tool buttons
- Edit, save, and use your new patient letter
- Review of Sheet Defs window
- Questions and Answers (as time permits)
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