What is PDF Sync?
PDF Sync is an essential enhancement to our Paperless Forms offering.
PDF Sync enables Legwork to automatically insert a PDF of a form into the document center of a patient file, within a specified Document Type folder/category in the practice management software whenever that form is approved.
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Please Note:
Forms with PDF Sync will need Name, Email Address, and Phone number information added to them in order for the form to Sync back into the PMS.
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We also provide a visual guide in this article:
Setting up PDF Sync:
https://support.legworkprm.com/hc/en-us/articles/360050977294-Setting-up-PDF-Sync-for-your-Paperless-Form-Submissions