Finding the right form to send is quicker

Nothing you have set up has changed. Your forms, who they go to and when they send are all exactly as you left them.

What has changed is finding one. When you open a patient's record and choose Send a form, the list now has a search box and two filters above it, the same three you already have on the Forms page:

• Search by form name.
• My clinic, Library or All, so your own wording is not mixed in with the shared starting library.
• Type, to show only consents, medical histories, pre-information or aftercare.

The list opens on My clinic, showing the forms your clinic has written or cloned. That is the one visible difference. The shared library forms are still there, one click away under Library or All. If your clinic has not made any forms of its own yet, the list opens on All and looks exactly as it did.

Ticking a form and then searching or filtering does not untick it. Anything you have selected still sends, even if the filter has moved it out of view, and the list tells you when that has happened so the count on the button always matches what you are about to send.

Anything you need to do? No. It is worth one look at the Send a form list on your next patient, just so the new default is not a surprise mid-appointment.