Visit forms and signatures
Issue the right form version and track its completion against the specific visit.
Templates require settings permission; sensitive answers have separate access rights. These steps apply to your current studio. Available actions depend on your account permissions. Before making changes, check that you have opened the correct record.
- In Forms, prepare the template and link it to the appropriate services.
- Open the visit in the client record and issue a personal link or QR code.
- Check the status after completion. The stored PDF reflects that version and the signature when requested.
An expired or revoked link requires a new request. A new template does not change a signed document.