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Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

Set up standard form templates

Set up appointment confirmations, reminders, reschedule and cancellations.

Create progress note templates for all practitioners in your business

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

How to access and set up body charts for your workspace

Set cancellation reasons for when a client needs to cancel their appointment and use responses in reports.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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