How to set up a Form Template

1. Click top menu item: Tools

2. Select the Forms Tool Icon 

Yocale Tools Forms

3. Click Create New Form

yocale forms 

4. Build form by clicking fields on the right-hand menu or dragging them with your mouse to the form field area.

5. When your form is complete, you can preview it to ensure it looks the way you want it to.

6. Save Form Template, it will now be accessible to all Providers in your account as a Chart Template.