To send a form to a client:
Open the Patient Dashboard → Medical Data.
Select the Forms tab.
Click Send Form.
A dialog box will appear showing a searchable list of all your saved templates.
Use the search bar to quickly find the form you need.
If you can’t find it, click Upload to add a new form on the spot.
Upload your PDF file
Rename it if needed
Select whether it requires a signature
Click Send
Once sent, the form appears in the patient’s list as Pending.
Patients can open and complete it directly from the Allia app.