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How to download PDF form submissions

Last updated 18 December 2024 02:13   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Dental4Windows - HotDoc Calendar

Please note that the Forms product supports the automatic download of the PDF file directly into your clinical software.

However, you can use the following method to manual download and save these.

ⓘ 

 

As the patient submits their form, HotDoc will auto-process the details we can automatically write back to the patient's record, as well as automatically download a PDF version of the form.

  • For more information about which fields HotDoc automatically writes back to the patient file please click here.
  • You also have the option to manually download a PDF version of the form alongside the automatic download feature.

   In this article

  • Where can I locate the PDF form in my clinical software?
  • How can I manually download the PDF?



Where can I locate the PDF form in my clinical software?

The form PDF will download to a place specific to your clinical software, depending on which software you use. 

 

For more information, please see:

Where can I locate PDFs from HotDoc in my clinical software?

ⓘ

 

How can I manually download the PDF?

  1. In the HotDoc Sidebar, click the menu tab, then click Forms.
    Screen_Shot_2021-02-09_at_3.41.40_pm.png
    mceclip0.png

  2. Click the 'Download PDF' button on the form submission you wish to download.

    download_pdf.png

    Note: Check "Include Complete" to see completed forms


  3.  Save the PDF to your desired folder.

    image2.png

 

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