How to Send Completed Forms to Patients

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