Most clinics send the intake form when a new patient books, then find half of them arrive without filling it in. The link lasts seven days, so send it the week before the visit, not three weeks ahead.
Send it
Open the patient's record and their Forms section, then Choose a template
The clinic's patient form templates are listed.
Review before saving, then choose how to send
Save & email sends the link to the patient's email address at once: Form saved and emailed. Save creates the form so you can send the link later or fill it in with the patient.
Or send the link yourself
Email link opens the email dialog with Form link will be included in the email; you can add a short message. A patient with no email on file gets Form saved. No email on file — use 'Email link' to send manually, and the dialog lets you add one.
What the patient gets
The email says Please complete your form by clicking the button below and This link expires in 7 days. The link opens the form in their browser with no sign-in, works on a phone, and ends with a signature if the template has one. For the patient's side of it, see Filling out a form your clinic sent you.
Statuses and answers
| Status | Meaning |
|---|---|
| Pending | Sent, not yet submitted. The link still works. |
| Completed | Submitted. Open it to read the answers; PDF downloads them to print or pass on. |
| Expired | Seven days passed without a submission. Create the form again to send a fresh link. |
A template marked Restrict access to practitioners only shows its answers to practitioners alone; reception sees that the form exists and its status. Completed forms can be archived and restored under Show archived.