Text boxes, drop-downs, check boxes, tables, dates, signatures, text and page breaks. Each new field goes after the last one — to its right if there’s room, otherwise on the next line.
Letter size, 8.5 × 11 in · click a field to edit it{{ fbPageCount }}
{{ it.label }}
{{ it.desc }}
{{ it.label }}
{{ it.label }}{{ it.star }}
{{ it.hint }}{{ it.icon }}
First
Last
Street
Apt / Suite
City
State
ZIP code
From the Patient name field🔒
{{ op }}
YesNo
{{ it.label }}{{ it.star }}
✕ Sign here
{{ tc.t }}
{{ it.plainLabel }}
＋ Add a field
{{ pg.foot }}{{ pg.num }}
{{ fbProblem }}
Send secure link
Duplicate
Cancel
Save form
Form Builder AI
{{ fbAiStatus }}{{ fbAiChevron }}
Clear
Tell it what to build or change — text boxes, drop-downs, check boxes, dates, signatures, headings and instructions. Changes go straight into the form below; review, then Save form.
{{ ai.q }}
{{ ai.text }}
Undo
Replace form
Add questions
Enter to send
Add to form
{{ ffTitle }}
{{ ffDesc }}
{{ ffPageLabel }}{{ ffPageTitle }}
{{ qq.label }}
{{ qq.descText }}
{{ qq.sigName }}
Typing your name here is your electronic signature.
{{ qq.autoName }}🔒
{{ qq.multiDropLabel }}▾
{{ tc }}
{{ tr.label }}
{{ tcell.boxMark }}
{{ qc.mark }}{{ qc.label }}
!{{ qq.errText }}
{{ ffProblem }}
Cancel
‹ Back
Next ›
Submit form
{{ neHeading }}
{{ neStatus }}
Close
{{ neInfo }}
Insert orders
From the latest progress note that has Orders
Create invoice from orders
Matches each order to a product. Future lab orders and follow-ups aren’t invoiced.
{{ neCopyLabel }}
{{ neCopyHint }}
Note
{{ tl.glyph }}
Dot phrases: type . to pick one ({{ neDots }})
{{ neSignedTitle }}
{{ neSignature }}
{{ neSoMark }}{{ neSoText }}
Order sign-off needed
Someone other than {{ neSoAuthor }} confirms the medication in these Orders is correct and was filled correctly. Payment can't be taken on this patient's invoices until it's signed off.
{{ neSoGoLabel }}
No one else has the “Sign off chart note orders” permission (Settings → Users → Roles and permissions).
History
{{ nh.text }}
Cancel
Reopen note
{{ neFooterText }}
Remove orders
Orders
Close
Delete note
Save
Sign
Reopen
Copy Orders
From
{{ fl }}
{{ idTitle }}
Reason for this edit: {{ idReason }}
Bill To
{{ bt }}
Invoice
{{ idRef }}
Issued: {{ idIssued }}
Date
Description
Qty
Price
Discount
Amount
{{ il.date }}
{{ ac.name }}{{ ac.cat }}{{ ac.price }}
No product matches — the text will be used as a custom item.
−
+
{{ il.amount }}
{{ il.taxLabel }}
Discount {{ il.discText }} · why?
+ Add item
Add from orders
Subtotal{{ idSubtotal }}
Discount{{ idDisc }}
{{ idTaxLabel }}{{ idTax }}
Total{{ idTotal }}
{{ idTaxNote }}
{{ idSkipped }}
{{ idUnmatched }}
Repeat
{{ idRepeatNote }}
{{ idProblems }}
Cancel
Save invoice
Editing. Reason: {{ ivReason }}
{{ ivFollowUp }}
Discount reasons · clinic only, not on the patient's invoice
{{ dn }}
Edit history
{{ ih }}
{{ ivSource }}
Delete
Edit
Pay invoice
Print / PDF
Close
Cancel
Save changes
New uploaded labs · {{ liCount }}
Upload lab PDF
{{ li.patient }}· lab {{ li.date }}
{{ li.file }}
{{ li.meta }}
{{ li.btn }}
No new labs. Use Upload lab PDF to add a patient's results.
AI created labs · {{ laCount }}
{{ la.patient }} · AI report {{ la.date }}
{{ la.link }}
{{ la.meta }}
{{ la.btn }}
No AI reports yet. They appear here after a lab on the left is marked Reviewed / AI create.
Newest first. Each entry stays here for 7 days after upload once both reports are reviewed and in the chart; anything not yet reviewed stays until it is.
No mailboxes yet. Use Connect a Google account, or add an address below to set up who sees it first.
+ Add another mailbox address
{{ sec.emailNote }}
{{ mu.name }}
{{ mu.sub }}
{{ ch.label }}
Add or connect a mailbox above, then choose who sees it here.
No active users yet. Add them in Settings → Users.
{{ cr.pos }}
▲
▼
{{ cr.label }}
{{ cr.sub }}
✎ Rename
{{ cr.preview }}
Reset
✕
{{ ch.label }}
{{ cd.t }}
{{ mv.label }}✎✕
{{ sec.emptyText }}
{{ cc.mark }}{{ cc.status }}
{{ cc.title }}
{{ cc.meta }}
{{ mt.label }}{{ mt.value }}
{{ sec.bannerTitle }}
{{ sec.bannerBody }}
{{ sec.action }}
Statuses
Statuses drive the Funnels board, contact filters, and every automation that fires on a stage change. Add, edit, drag to reorder, or move a status between Open and Closed; click a status to edit it.
Change statuses automatically
{{ autoStDesc }}
Open statuses
These indicate that a contact is active in your cycle, progressing towards a closed deal or completed project.
{{ os.emoji }}
{{ os.name }}
{{ os.desc }}
Add Status
Closed statuses
These indicate that a contact is no longer active in the sales cycle. Each one counts as Won, Lost or Unqualified.
Practice mode: no call is placed until a phone service is connected (Settings › Phones). Hanging up logs the call.
{{ mi.label }}
{{ mi.icon }}{{ mi.label }}
{{ modal.title }}
{{ f.label }}
+ Insert chart field ▾
Selected: {{ f.value }}
{{ kv.k }}{{ kv.v }}
{{ f.addLabel }}
{{ f.multiLabel }}
{{ gc.t }}
{{ ck.mark }}{{ ck.label }}
{{ f.hint }}
{{ sg.label }}
{{ f.info }}
{{ modal.richLabel }}
B
I
U
Clear
+ Insert chart field ▾
{{ modal.richInfo }}
{{ mx.label }}
Cancel
{{ modal.primaryLabel }}
Ask Echo
{{ echoStatusLabel }}
Ask Echo about your leads, patients or schedule. You can also open a contact and tap Summarize with Echo, or open a conversation and tap Draft reply with Echo.
{{ ei.promptText }}
{{ ei.label }}
{{ ei.answerText }}
Suggestion only. Nothing has been sent. Copy it, or edit it in the composer before you do anything with it.
