When a new version of the Docnote forms is out, download it from Docnote and import it into PS Suite, the same way you installed them. One import updates every workstation. It takes about 5 minutes.

Before you start

• You need to be a practice Owner or Admin, or a practitioner, in Docnote, and a PS Suite user who's allowed to import custom forms.
• If your PS Suite is shared with another clinic, only the clinic that installed the forms should download and import updates. A download from the other clinic's Docnote stops the forms working for everyone. If you aren't sure which clinic installed them, contact Docnote support before anyone downloads.

Check for a new version

1. In Docnote, click Settings, then the EMR Connectors tab.

2. Read the Install Docnote Custom Forms card:

   • Forms are up to date: you have the latest version. There's nothing to do.
   • New version available: a newer version is ready. Available version shows the new version, and Forms downloaded shows the last one your practice downloaded.

Download and import the new version

1. On the card, click Download forms. The button shows the new version number.
2. In PS Suite, go to Records, then Settings, then Edit Custom Forms.
3. In the Custom Forms window, choose File, then Import Forms.
4. Select the zip file you just downloaded, and import the full set at once. Never mix forms from two different downloads.
5. Close and reopen any chart that was open.
6. Restart PS Suite on every other workstation.

Still seeing the old version?

PS Suite tells other workstations about new forms, but the notice doesn't always arrive. A workstation that missed it keeps the old forms until PS Suite restarts. Restart it, then open any Docnote form and check the version at the bottom left.

The Install Docnote Custom Forms card now reads Forms are up to date.

Good to know

• Downloading again is safe. It doesn't change anything in the forms already installed until you import the new set.
• To see which version a workstation is running, look at the bottom left of any Docnote form, or click Info on the Docnote toolbar.
• If the card reads Integration revoked, see The forms stopped working for everyone at the office.