Get your own forms added
Upload your own PDF forms yourself at no charge, or ask us to build a fill-in form for you as an optional paid service.
Last updated October 22, 2026
Who can do this: Everyone on your team
Use your own PDF today
On a patient's Forms tab, open Uploaded Documents and upload any PDF. You place the signature and other fields yourself and send it to the patient to sign. It's saved to your Form Library for other patients. See Upload your own PDF and send it for signature.
We build it for you
Send us your current paper, PDF or Word form. We turn it into a form that fills in the patient's details for you, can be sent to the patient to sign online, and saves a finished PDF to the patient's file.
This is an optional paid service; we send you a quote first.
Email admin@casemgmt.io with the form name and your current form attached. On an empty sub-tab of the Forms tab, Email support to add forms starts that email for you. Please don't include patient information.