Start from a template
A completed copy of one of your templates is on the client's profile.
Before you start
Anyone in the business can do this.
- The Administrator has uploaded templates in Settings, Files, with the kind Template.
Start here
The client's profile › Files › Start from template
N3EAna Popescu
Start from templateDownload a template, fill it in, then upload the finished copy.
Consent form.docxConsentDownload
Intake form.pdfReportDownload
Steps
- 1
Click Start from template and download the one you need.
- 2
Fill it in outside Kigumo.
- 3
Upload the completed copy to the client.
If the template has a kind, such as Consent, that kind is already selected.
If something goes wrong
- No templates appear
- The list only looks for the kind called Template. If that kind was renamed or removed, none appear.
Good to know
- For everyone but the Administrator, this is the only place the practice's own files appear.
Can't find what you need?
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