Tired of waiting for patients to fill in consent forms? Let us help you with that!

1. Download the flu vaccine intake form. Don’t have intake forms? Contact us today
   
1. Click the admin menu > intake forms > intake form management.
   

1. Select ‘forms library’.
2. Scroll through or type in the search field, ‘vaccine’ to find ‘Influenza (flue) vaccine consent form’.
   
3. Click download.
   
4. Close the intake form management window.
   
1. Create a specific appointment type for the flu vaccine.
   
1. Click the Appt menu > appt type setup.
   
2. Click ‘Add’.
   

1. Enter appointment name, ID, length, and practitioners who will use this appointment type.
   
2. Mark any other criteria that would be helpful, such as online booking, the methods applicable etc.
   
3. Click ‘save’.
   
1. Build the reminder messaging on all platforms, email, text, and voice.
   
1. Click setup > Text/Email/Voice template setup.
   
2. Start with text, click new.
   

1. Give the template a title to identify the reminder is for flu shot appointments.
   
2. Enter the message into the large text field, example shown above.
   
3. Add pre-populated details such as patient name and appointment details.
   
1. Place curser where the detail should go.
   
2. Click "Insert Form Fields".
   
3. Select ‘Patient’ to choose patient details, such as first name.
   
4. Select ‘Appointment’ to choose appointment details, such as date and time.
   
5. Select ‘Intake Forms’ to generate a link for the patient to complete the flu vaccine consent intake form.
   
1. Assign the template to a specific practitioner, or site, or leave them blank to make it available for all.