Sending Forms
A form reaches a patient in one of four ways. You send it to a patient by email from the Smart Forms page or the patient’s record. You share a public guest link that anyone can open. You attach it to an event type, so every patient who books that event receives it. Or you hand the patient a clinic tablet, which Filling In Forms explains.
Every form a patient receives has a deadline. The pages below explain how the deadlines work, how to give a patient more time, and what each email says.
The Pages in This Section
| Page | What it explains |
|---|---|
| Sending Smart Forms To Patients | Sending a form to a patient by email, and making a public guest link. |
| Adding SmartForms V2 To An Event Type | Attaching forms to an event type so they go out with every booking. |
| What Your Patient Sees When They Book Online | The patient’s side of a booking with forms attached. |
| Smart Forms In Appointment Reminders | How reminder emails list the forms a patient still has to finish. |
| Expiries And Link Timing | How long patients have, the grace period, and giving a patient more time. |
| Emails Reference | Every email SmartForms V2 sends, who receives it and its subject line. |
Related Pages
- Building Forms: building the form before you send it.
- Filling In Forms: what the patient sees, and filling a form on a clinic tablet.
- Submissions: reading the answers once the patient submits.