Papers: Notes, Forms & Files

How to use the iCouch Form Library

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The iCouch Form Library gives you a bunch of pre-made options to create a form, and allows you to edit them to customize for your practice needs. Here are some helpful tips:


Using a Form from the iCouch Form Library

From the Papers tab on the left, go to “Form Template Manager”.



The iCouch Form Library is accessible at the top right:



You’ll see many of the most popular forms, and we’re adding to this list all the time!


Copy to My Templates


After you’ve chosen a form, click “Copy to My Templates” to add to your Form Template Manager.


Editing the Form


The form will automatically open into an editing mode, where you can fine-tune the form to be exactly what you want.


Once you’re done with the fine-tuning, push “Save” at the top, and your form will appear in your Form Template Manager. If you’re interested in seeing a bit more detail about how to customize the forms, check out the article “Creating a Custom Form”.

If you need more help or have questions, feel free to contact us at and we will be happy to help!

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