Sending intake forms in appointment reminders

 To enhance the practitioner's performance during patient encounters, it is recommended to send the intake forms to patients before their appointments, so they can complete them in advance. This proactive measure not only saves time for patients upon arrival at the clinic, but also prevents any potential delays for the practitioner due to patients having to fill out paperwork on site.

Set up Appointment reminder templates: Setup > Text/Email/Voice Template Setup

        

1. Select the template type to edit (text, voice, or email).
   
2. If a template already exists, to edit, highlight it in the top box.
   
3. If creating a template from scratch, click the "New" button. Click here for more details on building reminder templates.
   

      4. Type in the messaging body into the large text box shown above.

      5. Place the cursor where the intake form link is desired.

      6. Click "Insert Form Fields" and select Intake Forms, a new window will appear.

      7. Select form(s) to add and click "Assign Forms" in the bottom right corner.

                                    The reminder will now contain the link to the intake forms assigned. 

                                                

      8. Click save.

Patient’s view

Patients will receive the reminder with the link to complete the form.

  

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