How to create a New Patient Registration Form

Creating a digital form for your new patients to fill out is easily done through the Dashboard.

1. Firstly log into the HotDoc Dashboard and navigate to Forms:


2. Choose either our clinical form or demographic form, where you can make fields optional or required:


3. If you want to remove an entire section, ‘select remove section’:


4. You can then add in a Custom message and a link to your privacy policy:


5. Once your form is completed you can select preview, to view your form:



6. You can then select ‘live’ when you are ready to switch on your form. Once live, if you need to make it unavailable again, select `Make unavailable` and the form will no longer be shown to patients.


If you have any questions, please reach out to your Customer Success Manager.

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