Guided 101 → 201 → 301 path that builds one clinic Patient Intake form across every Forms Builder feature.
Forms tutorials
A guided path. Every tutorial picks up where the last left off. By the end, you'll have a published Patient Intake form that renders signed PDF consents, promotes submissions into Patient records, routes minors around the insurance page, and accepts server-to-server submissions from an upstream scheduler.
If you want to skip around, use the Recipes instead.
The scenario
You're building intake for a small clinic. One form (patient-intake), one entity (patient), one FSM (Patient Intake Flow). Each tutorial adds one capability.
101 — Build and publish
- Build your first form — fields, pages, sections, publish.
- Style and brand it — theme, logo, hero, copy.
- Share it — Mint invite + SDK embed.
201 — PDFs, signatures, entity flow
- Attach an AcroForm template
- Place an Overlay template
- Collect signatures
- Promote submissions to entity records
- Prefill from your entity schema