---
title: How to Send Completed Forms to Patients
description: completeforms
---

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# How to Send Completed Forms to Patients

## Send patients a secure link to view and download their completed forms through Email or SMS.

### **Overview**

Completed forms can be shared directly with patients from their Patient Profile using a secure link.

Forms can be sent through:

- Email
- SMS

Patients will receive a secure link where they can view and download their completed forms.

---

#### **Sending Completed Forms to Patients**

To send completed forms to a patient:

1. Open **Communication**
2. Open the patient's **Profile** and click on the **Forms** tab**.**
3. Select **Completed Forms**
4. Check the form or forms you would like to send
5. Click **Action**
6. Select **Send Link**
7. Choose whether to send through **Email** or **SMS**
8. Review the message template
9. Click **Send**

The patient will receive a secure link allowing them to access and download their completed forms.

---

#### **Sending Multiple Forms**

Multiple completed forms can be selected and sent at the same time.

To send multiple forms:

1. Check all forms you would like to include
2. Click **Action**
3. Select **Send Link**
4. Send through Email or SMS

---

#### **Customizing Completed Forms Templates**

Email and SMS templates can be customized from Settings.

To access template settings:

1. Open **Settings**
2. Select **Paperless Forms**
3. Click **Completed Forms Templates**

From there, you can customize:

- Email subject lines
- Email message content
- SMS templates
- English templates
- Spanish templates
- Dynamic variables

---

 

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