Sharing & distribution

Open any form and click the "Send" button in the top navigation bar. From the dialog you can:

• Search for a patient and send by email (magic link) or by SMS (SMS is on Front Desk)
• Copy the public link to share manually
• For appointment-based intake, click "Send intake forms" from the appointment detail: the patient receives an email with a magic link to all assigned forms

On Front Desk, forms go out automatically when a patient books a visit type that has forms attached. You can also generate QR codes from the Tools section or embed forms on your website.

Magic links are secure, one-click URLs that give patients direct access to their intake forms without any login or account creation:

• Each link contains a JWT token (valid for 7 days) unique to the patient
• The patient's known information is pre-filled automatically
• Patient clicks the link in their email or text: the form loads immediately on any device
• No login, no password, no app download required

Yes, on Front Desk. In the Send Form dialog, choose SMS and the patient receives a text with your practice name and a direct link to the form:

• Messages are prefixed with your organization name (e.g. "[Harris Family Clinic] Complete your intake form before your visit")
• Reliable carrier-grade delivery
• Delivery status is tracked for every message: sent, delivered, or failed

Yes. Go to Tools > QR Code Generator:

• Enter your form's public URL and generate a printable QR code
• Place it on your front desk, in the waiting room, or on printed materials
• Patients scan with their phone camera: the form opens instantly in their browser
• No app download required

Yes. Every published form has a public URL at formisoft.com/f/{formId}:

• Embed on your website using an iframe
• Or link to it directly from your site
• The Tools section includes an Embed Code Generator with a ready-to-paste HTML snippet

Yes. In Form Settings, toggle "Password Protection" and enter a password:

• Patients are prompted to enter the password before they can see any fields
• Password is securely hashed with bcrypt
• Useful for internal-only forms, staff surveys, or forms shared with specific patient groups

Yes. In Form Settings under Access Control, set an "Opens At" and "Closes At" date and time:

• The form automatically becomes available and unavailable at those times
• Outside the window, patients see a message that the form is not currently accepting responses
• Useful for seasonal intake, event registration, or time-limited surveys