Send a form to a patient

Sending a form

Open the patient's Forms and choose a template to send — an intake form, a consent form, whatever your clinic needs completed before or around a visit.

Choosing a form template to send to a patient.

Preview before sending

You can preview exactly what the patient will see before it goes out, so there are no surprises about wording or which fields are included.

Previewing a form before sending it.

Track its status

Each form sent to a patient shows a clear status: Pending while you're waiting on them, Completed once they've filled it in, or Expired if it wasn't completed in time.

A patient's forms list showing pending, completed, and expired statuses.

Reviewing a completed form

Open a completed form to see exactly what the patient answered, laid out the same way it was presented to them.

If a form expires

If a patient didn't get to it in time, send a fresh copy of the same template rather than trying to revive the expired one.