How do I send intake forms to patients?
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
- 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
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.
Get every patient ready before the visit.
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