Can I send intake forms via text message (SMS)?

Yes. 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

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