Tips for Success with Digital Forms

Because all digital forms are delivered as universal PDF files, you can use them almost any way you’d like. Some options require no IT or development skills, and some may require the assistance of your website developer. The top options include:

• Download from Your Website [Recommended]: Simply upload the PDFs to your website for patients to download and complete prior to their visit. They can complete them on any device using Adobe Readeror any other compatible program – then save the completed form, attach and email it to your office.
  • We recommend this option because it’s the simplest user experience for most individuals and seems to create the least amount of compatibility issues.
• Email the PDF Forms: Don’t want them on your website? You could also email the PDF files to your new patients prior to their first appointment. Follow the same Download > Save > Attach > Email process.
• Complete the Forms in Office: Many practices have patients fill their forms out in the practice using an office tablet or laptop. It’s a great user experience when set up properly, and allows your CA or staff to answer any questions that patients may have.
  • Note – you will need to make sure an app that supports PDF files is installed. We recommend PDFelement, a free app that can be used to view, complete, and share the digital forms. (Available for both iOS and Android.)
• Print the Digital Forms: If new patients are having technical issues with saving and emailing their forms, they can simply print them at home, complete them and bring at the time of their appointment.
• Complete the Forms Online: This option is possible, but due to the variety of web browsers, devices, and systems that your patients may be using, it can also cause the most compatibility issues for your staff and patients. Well Aligned does NOT provide technical support for this option.

We’re human. If we made an error on your forms, we’ll fix it. Just reply to the email that our designer sent you with the corrections. But please understand, we use the information supplied to us from you on the customization form. We are not responsible for typos or accuracy of the information that was submitted. Any changes or updates may incur a fee of $50 to update the forms.

This may happen if you do not have a PDF app installed on your device. We recommend PDFelement, a free app that can be used to view, complete, and share the completed digital forms. Available for both iOS and Android. Alternately, please try to open the files on your computer.

SAMPLE INSTRUCTIONS. Feel free to edit/use these on your website and/or emails when sending new patients your digital forms.

Prior to coming in for your first visit, please complete our new patient paperwork. It helps us to have some background information so that we can hit the ground running! Below are instructions on the best way to do so:

1. 1. Open the attachment and download it to your computer.
      • IMPORTANT: Do not complete the forms in your browser or it will not save your information.
   2. If the forms open in your web browser by default, close the window and open the PDF file using AdobeReader or similar PDF application.
   3. Each form is a fillable PDF. Complete all questions on the forms electronically.
   4. Save the file to your computer with your first name and last initial.
   5. Attach and email the form to [email address] 48 hours before your first visit.

Yes, while there are dozens of applications that work, we recommend including a link to the free download of Adobe Reader when sending your digital forms to new practice members. It is a free download. Adobe requires that you download the attachment and save it to the computer instead of filling it out on the browser page. If patients are accessing the forms from your website, we recommend listing instructions so they do not lose their information.

For tablets, we recommend PDFelement, a free app that can be used to view, complete, and share the digital forms. Available for both iOS and Android.

While desktop computers and laptops are most compatible with fillable PDF forms, they may be opened on a tablet or mobile device when a PDF app has been installed. We recommend PDFelement, a free app that can be used to view, complete, and share the completed digital forms.  Available for both iOS and Android.

We do not recommend this option, as it includes the risk of compatibility issues with your patient’s device, browser or experience level. Of course, you can have your developer or website provider integrate the forms directly onto your website at your cost and development time as long as it is within our Terms & Conditions.

The digital files can certainly be printed by you or your patients. But we highly recommend adding the Well Aligned First Impression Pro forms to your office. The printed versions are full-color, full-bleed, and double-sided printed on high-quality paper. With the high cost of ink and paper to print them yourself, you can likely purchase them for cheaper. (Plus, they’ll look better!)

Not at this time. If the demand grows, we’ll have a stronger case for ChiroTouch and other systems to write the code to integrate patient data from the Well Aligned forms.

Added a new Doctor or changed locations? No problem! For your convenience, we also offer updates to any previously-purchased digital forms at a fraction of the original price. Learn more.