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 (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.
Get every patient ready before the visit.
Start with Intake, then add booking, reminders, and payments when you need them.
Cancel anytime · BAA included