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Tebra Help Center

Print Custom Forms

Updated: 01/15/2026|Views: 8

Custom Forms reduces the amount of time required for a patient to receive clinical care, eliminate the need for paper printing and storage, eliminate paper mistakes and mishandling, and reduce office staff's time administering paperwork so they can focus on keeping the practice profitable and full of patients. System administrators can create custom forms to send to patients through the Patient Intake workflow. The front office staff can choose which forms to send to the patient when scheduling an appointment or print the forms for patients to complete in office.

Access Patient Intake

This workflow is for printing custom forms. To print the standard profile forms, click the print icon.

  1. Hover over the User icon, and click on Practice Settings. The Practice Settings page opens.
  2. Click Patient Intake. The Patient Intake settings page opens.
  3. Click the more option icon and select Print form. The web browser's print function opens.
The web platform Patient Intake Settings page highlighting the print form option for custom forms.

Print Custom Form

  • Print the document using the web browser's functions.
The web platform print custom form browser print function.
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