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

For visit types with forms attached, forms are sent automatically when the visit is booked. If they are still not done 48 hours before the visit, an intake reminder goes out.