Web Forms: What Patient Sees

In Web Form Setup, click Navigate to URL(s).

Web forms can be viewed on a desktop (see above) or on a mobile device (see below). The view is responsive and automatically detects the user's device and adapts accordingly.


Language: If sheets have Language Translations added, a Language dropdown is visible allowing patients to select their preferred language.

Prev / Next: Use these to navigate forms that are linked together. On desktop, all forms are listed on the left. Forms that have not been opened are marked as new.

Submit: Click to submit forms. Required fields are verified before sending. If any required fields are not filled in, they are turned red. On mobile, Submit is only enabled on the last form and appears at both the top and bottom of the screen.

Filling Out the Form


On a mobile device, the web form is not displaying a mobile view.

In Sheet Def Properties, Use Mobile Layout must been enabled for each form.

In Mobile View, when a patient clicks (Add text) the screen darkens and patient is forced to scroll way down to find the text entry popup.

You have most likely embedded your web form in an iFrame. There are two options options:

Would a patient (or parent/guardian) be able to digitally sign a web-based consent form?

The practice would do better to have the patient (or parent/guardian) complete the document online, then sign it in the office, rather than online.