OperationsForms

Patient forms, signed on their phone.

Start from the standard Frequent Dispensing form, import a PDF you already use, or build your own. Patients sign on their phone, prescribers are faxed for you, and renewals come back before they run out.

Send a form
Patient
GLGrace Liu(647) 555-0139Change
Form
How Grace signs
Text Message · 10:05 AM
Maple Grove Pharmacy: Hi Grace, your pharmacy has a form for you to sign. Open it here: pt.link/f/8KD2Q The link works for 3 days.
The patient’s side. Tap through it.
Build

Make a form from blocks.

Tap a step to see it on screenTap a number to see it on screen
1BlocksHeadings, wording, short and long answers, dates, tick boxes, choices and signatures.
2Colour shows who fills itBlue for your staff, purple for the patient, orange for what’s filled in when it’s faxed.
3Patient’s phoneSee exactly what the patient will get, one screen at a time.
4Renewal and faxingSet how often it needs signing again, how long the link stays open, and who gets a faxed copy.
Frequent Dispensing
Your pharmacy’s copy · renews yearly · prescribers faxed
3Patient’s phone
Frequent Dispensing Authorization
Patient name
Filled in automatically
Reason
Choice · 4 options
I understand my medication will be dispensed more often.
Patient’s signature
Date
Pharmacist’s signature
Date faxed
2Colour shows who fills it
Add a blockHeadingWordingShort answerLong answerDateTick boxChoiceSignature
1Blocks
Who fills whatPharmacy staffPatientWhen faxed
4Renewal and faxing
Tap a number to see each feature.
Send

Text it, show a QR code, or hand over a tablet.

Tap a step to see it on screenTap a number to see it on screen
1From ContactsPick the patient, or add someone new.
2Who does whatEach form says who fills and signs it, in order.
3Four ways to signA text, a QR code at the counter, this device handed over, or paper you scan back in.
4Birthday checkTexted and QR links ask for the patient’s birth month and day before the form opens.
Send a form
GLGrace Liu
(647) 555-0139
Change
1From Contacts
Frequent Dispensing Renews yearly
You fill & sign → Grace signs → prescribers faxed
2Who does what
Text a linkto (647) 555-0139
QR at the counterthey scan it with their phone
Hand them this devicelocks until a staff passkey
Print & sign on paperthen scan the signed copy in
3Four ways to sign
Birth month / day — they confirm it03/18Link open for3 days
4Birthday check
Tap a number to see each feature.
The patient’s side

They sign on their own phone.

Tap a step to see it on screenTap a number to see it on screen
1Birthday firstYour pharmacy’s name on top, then a quick check that it’s them.
2One question per screenBig buttons and only the parts the patient fills.
3Sign with a fingerOr type their name. A caregiver can sign on their behalf.
MGMaple Grove PharmacySecure form
Confirm it’s youEnter your birth month and day to open your form.Date of birth (MM/DD)03/18
1Birthday first
MGMaple Grove PharmacySecure form
Step 1 of 2 · Frequent DispensingHow would you like to pick up your medication?Every week at the counterEvery week by deliveryEvery two weeks
Back
2One question per screen
MGMaple Grove PharmacySecure form
Step 2 of 2 · Frequent DispensingSign belowDrawType
Signing for someone else? I’m their caregiver
Back
3Sign with a finger
Tap a number to see each feature.
Frequent Dispensing

Signed, faxed, and back before it runs out.

Tap a step to see it on screenTap a number to see it on screen
1Signed PDFDownload or view the signed copy, with each signature’s name, time and place.
2Renewal and reminderFrequent Dispensing renews yearly. A To-Do comes 14 days before, and Send again starts a copy with last time’s answers.
3What happenedEvery step, from who signed to when the fax was delivered.
Frequent Dispensing
Walter Kim
PharmacyPatientPrescribers
Complete
1Signed PDF
Needs signing again by October 30, 2026. A To-Do comes 14 days before.
2Renewal and reminder
What happened
Fax delivered to Dr. Amir HaddadOct 31, 2025
Walter Kim signed · on his phoneOct 30, 2025
Texted to (905) 555-0182Oct 30, 2025
Priya Shah signedOct 30, 2025
3What happened
Tap a number to see each feature.

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Questions

The Frequent Dispensing form comes standard. You can edit it, build your own from blocks, or import a PDF you already use.

Start free for 30 days.

Create your account, pick the modules you need and set up your numbers. It takes a few minutes.

Your accountYour name, your pharmacy and how your team signs in.
Your modulesTurn on only what you need. The price updates as you go.
Your numbersGet new numbers in minutes, or keep the ones you have.
Your teamInvite staff and choose each person's role.