How do I send intake forms for an appointment?

Open any appointment and click "Send intake forms":

• Formisoft generates a magic link (JWT token, valid 7 days) with the patient's context
• The email includes your practice branding, the provider name, and links to all assigned forms
• Intake status updates to "sent" - track whether it's not sent, sent, partially completed, or completed
• Patient's known information is pre-filled in the forms