We understand searching through hundreds of client forms is difficult. That’s why FormDr is proud to announce Client & Patient Records, the new standard in form management. Client & Patient Records Records gives you the control to manage your clients’ forms. Completed forms automatically load into the client’s record. Add notes, files, images, and keep track of the history of your clients. Automatic Grouping – Each client will have an associated record. We automatically group your clients by the ‘Name’ field on your form + Email Address, Phone Number, or DOB. Quickly merge duplicate clients together with the ‘Merge’ button.Notes,...
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