How to add a calendar form

This tutorial shows you how to quickly assign a form to a user directly from the calendar.

🔐 Step 1: Log in

Open the app and log in with your username and password.

🧭 Step 2: Go to the “Calendar” section

Click on "Calendar" in the top menu.

👤 Step 3: Select the user

Choose the patient you want to assign the form to.

🗂️ Step 4: Select “Forms”

On the left side of the screen, click on "Forms" to display the ones you’ve already created.

🧲 Step 5: Drag the form into the calendar

Pick the desired form and drag it to the day you wish to schedule it.

📆 Step 6: Choose your calendar view

You can view the calendar by monthweek, or day, depending on your preference.

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