Code of Conduct Sign Form Template

The Medical History Form Template is a powerful and easy-to-use tool designed for clinics, hospitals, private practices, and telehealth providers. It allows healthcare professionals to digitally collect, organize, and maintain comprehensive medical records of patients — all in one place. Whether it’s new patient onboarding or routine updates, this form streamlines data collection and helps ensure accurate, timely, and secure documentation of a patient’s health background.  Key Form Fields and Tables 1. Patient Information This section collects the basic demographics and identifiers necessary to associate each medical record with the right patient. Key fields include: Full Name Date of Birth Gender Contact Number Email Address Emergency Contact 2. Medical History Capture a complete history of previous and existing medical conditions. This table helps provide context for diagnosis and treatment plans. Fields include: Past Illnesses (e.g., diabetes, hypertension, asthma) Surgeries or Hospitalizations Family Medical History (e.g., heart disease, cancer) Current Medications Ongoing Treatments 3. Allergies and Reactions Crucial for treatment safety, this section tracks any known allergies to medications, food, or environmental factors. Key fields: Type of Allergy (Drug, Food, Environmental) Allergen Name Reaction Severity (Mild, Moderate, Severe) Notes or Emergency Instructions 4. Lifestyle & Habits A patient’s lifestyle often plays a critical role in healthcare. This table includes: Smoking and Alcohol Use Dietary Restrictions Exercise Frequency Sleep Patterns Mental Health History 5. Insurance & Consent Enable patients to provide their insurance details and sign off on information usage and treatment consent. Fields include: Insurance Provider Policy Number Primary Holder Consent Checkbox for Treatment and Data Use Digital Signature Field Top Features Fully Customizable: Add or remove questions, create dropdowns, checkboxes, or attach documents based on your clinic’s specific needs. Digital and Paperless: No more paper forms — collect everything securely online with Stackby’s embedded form sharing. Linkable Records: Automatically connect data across related tables such as medications, treatments, and visits. Auto Timestamping: Capture form submission dates automatically for better recordkeeping. HIPAA-Ready Structure: While Stackby doesn’t provide HIPAA compliance out of the box, this template follows best practices for health data capture. Export and Share: Easily export records in CSV or PDF formats or share summaries with specialists. Use Cases Clinics and Primary Care Facilities: Streamline the patient intake process by capturing full health histories before appointments. Telehealth Providers: Digitally collect medical information before virtual visits. Specialist Practices: Gather condition-specific histories like allergies, orthopedic injuries, or cardiology concerns. Health Camps and Pop-Ups: Quickly onboard multiple patients during short-term healthcare initiatives. Home Health Services: Use this form to gather vital information for remote care programs. Why Use the Medical History Form Template? Accuracy and accessibility of medical history data are critical to delivering quality healthcare. Manual data collection methods often lead to errors, missing records, or time-consuming paperwork. This Medical History Form Template eliminates that friction. By digitizing your patient intake and record management process, you ensure every provider has timely access to essential background data — improving clinical decision-making, reducing duplication, and enhancing the overall patient experience. Whether you're an independent practitioner, a multi-location clinic, or part of a growing telehealth service, this template can adapt to your workflow — while keeping everything organized in one collaborative workspace. 

This Maintenance Work Order CRM template in Stackby is designed to help teams manage maintenance requests efficiently. With dedicated tables for Work Orders and Tasks, it provides a complete workflow from request logging to task assignment and tracking. Easily monitor progress, prioritize issues, and manage resources to keep maintenance operations running smoothly. Ideal for facilities or property management teams.

Managing food orders efficiently is essential for restaurants, catering services, and food businesses. The Food Order Form Template by Stackby simplifies the ordering process, allowing you to track orders, customer details, menu items, and payments in a structured and organized manner. Whether you're running a small café or managing bulk orders, this template ensures smooth operations, reduces errors, and enhances customer satisfaction. With customizable fields, automated calculations, and seamless collaboration, Stackby helps you eliminate manual record-keeping and stay on top of every order. Why Use the Food Order Form Template? 1. Eliminate Order Mismanagement Paper-based or unstructured order tracking can lead to confusion, delays, and mistakes. This template keeps all order details in one place, reducing errors. 2. Improve Order Accuracy Track menu items, quantities, customer preferences, and payment status efficiently, ensuring every order is processed correctly. 3. Automate Payment and Status Updates Link orders with payment tracking, ensuring every transaction is recorded. Update order statuses with ease—Pending, Processing, Completed, or Delivered. 4. Boost Customer Experience Keep a record of customer details, preferences, and special requests to enhance personalized service and customer satisfaction. How This Template Works in Stackby This template is structured into key tables that help streamline the food ordering process: 1. Orders Table Stores all incoming orders with customer details, food items, order date, and total amount. View real-time order status updates and filter by Pending, In Progress, or Completed. 2. Customers Table Keeps a database of customers, including contact details, order history, and preferences. Helps personalize experiences and offer loyalty-based incentives. 3. Menu Items Table Lists all available food items along with descriptions, pricing, and availability. Can be linked to the Orders table for quick and efficient order creation. 4. Payments Table Tracks payments, due amounts, and payment methods (cash, card, online). Helps ensure seamless financial tracking for food businesses. Key Features & Benefits 1) Customizable Order Fields Modify the template to include specific fields like delivery time, special instructions, or order type (dine-in, takeaway, or delivery). 2) Automated Order Status Updates Change order statuses with a click to ensure your team stays updated on progress. 3) Seamless Collaboration Allow multiple team members to access and update order details in real time, ensuring efficiency. Integration with Payment Tracking Keep financial records updated by linking payments to each order. Who Can Benefit from This Template? Restaurants & Cafés – Manage dine-in, takeout, and delivery orders seamlessly. Catering Services – Track bulk orders, payments, and customer details efficiently. Cloud Kitchens – Streamline online food order tracking and kitchen operations. Event Planners – Manage food orders for weddings, parties, and corporate events. Getting Started with the Food Order Form Template Sign up on Stackby and create a new workspace. Import the Food Order Form Template to your workspace. Customize fields based on your business needs—add new columns or modify existing ones. Start adding orders, menu items, and customer details to streamline tracking. Monitor order progress and payments with real-time updates. With Stackby’s powerful features, you can eliminate paperwork, reduce errors, and enhance operational efficiency for your food business.

Effective communication is vital for businesses, and a well-structured contact form ensures seamless interactions with customers, clients, and prospects. Whether you're managing inquiries, collecting customer feedback, or gathering leads, a Contact Form Template helps you organize and streamline communication effectively. The Contact Form Template in Stackby provides a structured way to collect, manage, and respond to messages without missing important details. Designed for businesses, freelancers, and organizations, this template helps centralize inquiries in one place, enabling quick follow-ups and improved customer engagement. Why Use a Contact Form Template? Manually tracking customer inquiries through email can lead to missed opportunities and disorganized communication. This template eliminates these issues by offering: A structured system to collect and manage form submissions. Easy tracking of contact requests, lead details, and customer questions. Customizable fields to match your business needs. Automated workflows to assign inquiries to the right team members. Improved response time and better customer relationship management. How This Template Works in Stackby Stackby combines the flexibility of spreadsheets with the power of databases, making it easy to manage and track contact form responses. The Contact Form Template includes key tables that organize incoming inquiries, customer details, and follow-up actions. Key Tables in the Contact Form Template Inquiries Table – Captures all submitted form entries, including name, email, message, and status. Lead Management Table – Stores potential customer details for follow-ups and lead nurturing. Response Tracking Table – Helps teams track response times and resolution status. Team Assignment Table – Assigns inquiries to relevant team members for faster response. Each table can be customized to fit the specific needs of your business. Key Features & Benefits Centralized Inquiry Management Capture and organize all form submissions in one place. Track incoming messages, request types, and customer details easily. Customizable Form Fields Add custom fields for collecting specific information, such as phone numbers, preferred contact methods, or urgency levels. Automated Lead Assignment Assign inquiries to team members based on predefined rules. Improve response times and ensure prompt follow-ups. Track Follow-ups & Status Updates Monitor the status of each inquiry (e.g., pending, resolved, escalated). Set reminders for pending responses to prevent missed opportunities. Integrations & Automation Connect with tools like Slack, Gmail, or CRM platforms for seamless communication. Automate notifications and alerts for new inquiries. Use Cases of the Contact Form Template This template is useful for various industries and professionals, including: Businesses & Startups – Streamline customer inquiries and improve response efficiency. Freelancers & Consultants – Manage potential client requests and project inquiries. E-commerce & Service Providers – Track customer queries, complaints, and feedback. Event & Webinar Organizers – Collect RSVPs, speaker applications, or attendee questions. Getting Started with the Template Import the Contact Form Template – Add it to your Stackby account. Customize Fields – Adjust form fields based on the type of inquiries you receive. Share the Form Link – Embed it on your website or send it to customers. Track & Manage Inquiries – Use Stackby’s structured views to organize responses. Automate Follow-ups – Set up notifications or reminders for pending responses.

The Annual Leave Request Form template helps employees submit leave requests and enables HR to track and approve them with ease, improving workflow efficiency.

Managing payments securely and efficiently is crucial for any business. The ACH Form Template from Stackby is designed to simplify and streamline the process of collecting bank details and authorizing transactions. This template helps you manage ACH (Automated Clearing House) transactions in a structured, organized, and secure manner, ensuring that your payment collection process is efficient and compliant with industry standards. What is an ACH Form? An ACH form is a document that authorizes a business to withdraw funds directly from a customer’s bank account for payments. ACH payments are widely used for direct deposits, bill payments, and business-to-business transactions. With the Stackby ACH Form Template, you can easily collect and organize these authorizations, reducing manual paperwork and improving accuracy. Why Use the ACH Form Template? Handling ACH payments manually can lead to errors, delays, and compliance issues. This template eliminates these challenges by providing a structured format to collect customer information, authorize transactions, and manage payment details in one place. Key Benefits of the ACH Form Template: Secure and Efficient – Ensure that payment details are collected and processed securely. Automated Workflow – Automate the approval and tracking of ACH payments. Centralized Data Management – Keep all payment authorizations in one place for easy access. Compliance Ready – Ensure that your ACH payment process adheres to industry regulations and standards. How to Use the ACH Form Template in Stackby Set Up the Template Import the ACH Form Template into your Stackby account. Customize the fields according to your business requirements. Collect Customer Information Add customer details like name, bank account information, and payment amount. Ensure that customers authorize the transaction using an electronic signature or approval. Automate Payment Processing Link the template with your payment processing system. Automate recurring payments or direct deposits. Track and Manage Payments Use Stackby’s real-time tracking to monitor payment status. Get notifications for successful or failed transactions. Key Features of the ACH Form Template Customizable Fields: Adapt the template to suit your business needs by adding or removing fields. Integration with Payment Platforms: Sync data with your existing payment processing tools. Automated Notifications: Get real-time alerts on transaction status. Data Security: All payment data is securely stored and accessible only to authorized users. Who Can Benefit from This Template? Small and Medium Businesses – Automate and simplify payment processing. Freelancers and Contractors – Collect payments from clients without hassle. Subscription-Based Businesses – Manage recurring payments efficiently. Nonprofits and Organizations – Collect donations and member fees securely. The ACH Form Template from Stackby is designed to make payment processing faster, more secure, and fully automated. By centralizing customer information and automating payments, you can save time, reduce errors, and improve overall efficiency. Try the ACH Form Template today and experience seamless payment management with Stackby!

An Information Request Form is an essential tool for organizations that want to efficiently collect, track, and manage inquiries from clients, partners, vendors, or internal teams. This template provides a ready-to-use format that helps you centralize information requests, assign them to the right team members, and ensure timely responses — all within Stackby. With this form, you can replace scattered email requests and unorganized spreadsheets with a clean, structured, and automated workflow. Whether your goal is to respond to client queries, gather vendor information, or process internal data requests, this template adapts to your needs. Key Features of the Template The Information Request Form template is designed for maximum flexibility and ease of use. It includes a ready-to-publish online form that automatically sends data into your Stackby workspace. Once submitted, requests appear in a structured table called Information Requests, containing the following key columns: First Name – The requester’s first name for personalized follow-ups. Last Name – The requester’s last name for identification. Email – Contact email address for communication and response. Phone Number – Alternative contact method to follow up if needed. What Information Do You Request – The main details or type of information being requested. By organizing all requests in a single, searchable location, you’ll improve efficiency, reduce miscommunication, and deliver better service to your stakeholders.  Benefits of Using This Template Faster Response TimesAll requests are logged in real-time, ensuring no delays in reviewing and responding. Improved OrganizationReplace scattered email threads and paper forms with a structured digital system. Better Team CollaborationAssign tasks and requests to specific team members, track updates, and ensure accountability. Customizable to Your NeedsModify form fields to suit your industry or department requirements without technical skills. Enhanced Data AccuracyWith required fields and standard formats, you minimize incomplete or incorrect submissions. Use Cases Customer Service Teams – Collect and manage client queries or product information requests. Procurement Departments – Gather vendor details and documentation in one system. Marketing Teams – Receive requests for promotional material or event information. Internal Operations – Process interdepartmental information requests smoothly. Educational Institutions – Manage student or parent requests for course details and administrative forms. About This Template The Information Request Form template is designed for maximum flexibility and ease of use. It includes a ready-to-publish online form that automatically sends data into your Stackby workspace. Once submitted, requests appear in a structured table that contains key columns such as: First Name – The requester’s first name for personalized follow-ups. Last Name – The requester’s last name for identification. Email – Contact email address for communication and response. Phone Number – Alternative contact method to follow up if needed. What Information Do You Request – The main details or type of information being requested. By organization By organizing all requests in a single, searchable location, you’ll improve efficiency, reduce miscommunication, and deliver better service to your stakeholders. Whether you’re managing client inquiries, vendor requests, or internal operations, the Information Request Form template is your all-in-one solution for structured, trackable, and fast request processing. 

For nonprofits, charities, and fundraising campaigns, managing donations efficiently is crucial. Keeping track of donor details, payment status, and donation amounts can quickly become overwhelming without a structured system. The Donation Form Template in Stackby offers a seamless way to collect, organize, and track donations, ensuring transparency and efficiency in fundraising efforts. Why Use a Donation Form Template? A well-structured Donation Form Template helps organizations: Collect donations quickly and efficiently. Maintain an organized donor database. Track payment statuses in real-time. Gain insights into fundraising performance. Ensure a smooth donor experience with automated workflows. Whether you’re managing a small fundraising event or a large-scale charity initiative, this template streamlines donation tracking while keeping your financial records organized. How This Template Works in Stackby Stackby’s Donation Form Template is designed to simplify the donation management process. With an easy-to-use structure, this template allows nonprofits and organizations to track donor contributions and ensure every donation is properly accounted for. Key Tables in the Donation Form Template Donor Information Table – Stores donor details, including name, contact, and donation history. Donation Records Table – Tracks each donation with details like amount, payment method, and status. Payment Status Table – Categorizes donations into pending, completed, or failed transactions. Fundraising Campaign Table – Organizes donations based on different campaigns or causes. Each table ensures easy access to donation data, helping nonprofits maintain transparency and accountability. Key Features & Benefits 1. Collect Donations Efficiently Create structured donation forms for quick donor entries. Capture essential donor details in one place. 2. Track Payment Status Monitor donations in real-time. Identify pending, completed, and failed transactions. 3. Organize Donor Information Maintain a well-structured donor database. Segment donors based on contributions and engagement levels. 4. Automate Donation Tracking Set up automated reminders for pending payments. Receive notifications when new donations are made. 5. Gain Insights with Reports Use Stackby’s reporting tools to analyze donation trends. Generate financial reports to track fundraising progress. Real-World Use Cases The Donation Form Template is ideal for: Nonprofits & Charities – Manage donations, donor history, and fundraising campaigns. Fundraising Events – Keep track of contributions from different donors. Religious Organizations – Organize tithes, offerings, and charity donations. Crowdfunding Campaigns – Monitor funds collected from various sources. Getting Started with the Template Import the Donation Form Template – Add it to your Stackby workspace. Customize Form Fields – Modify donor details, payment options, and tracking columns. Start Collecting Donations – Use the form to gather contributions for campaigns. Monitor Payments & Generate Reports – Track donations and analyze fundraising performance.

The Project Request Form template helps streamline project proposals by collecting essential details and tracking approvals effectively.

Manage all your purchase orders in this form template with support for multiple line items in a single form and response gets added into multiple tables in the database.