--- title: Paperless Forms- How to send Paperless Forms description: Paperless Forms- How to send Paperless Forms --- [Skip to content](https://knowledge.meetkasper.com/knowledge/paperless-forms-how-to-send-paperless-forms-kasper-knowledge-base#main-content) English Show submenu for translations ![Kasper Logo-2.png\]](https://knowledge.meetkasper.com/hs-fs/hubfs/Kasper%20Logo-2.png?height=25&name=Kasper%20Logo-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit the Kasper Homepage](https://meetkasper.com/) [Visit the Kasper Homepage](https://meetkasper.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.meetkasper.com/knowledge?hsLang=en) 2. [Paperless Forms](https://knowledge.meetkasper.com/knowledge/paperless-forms?hsLang=en) # Paperless Forms- How to send Paperless Forms ## How to send Paperless forms? How to add Form Groups? Form Automation- How to set Form Automation? ### **How to send Paperless Forms?** You can send **Paperless Forms** to patients through two methods: #### **1- From the Communication tab:** Navigate to the **Communication** tab and search for the patient then select that patient. Upon selecting click the clipboard icon to the left of the patient's profile. If there are no forms pending/queued click "**Add form"**. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-25-20at-202-37-43-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767573/04a8e7946a01c30f999db603/Screen-20Shot-202023-08-25-20at-202-37-43-20PM-png.png?expires=1772825400&signature=96cc6e489d5faa167dd9adfe63088d9a70608a25a45f71dd3d31a7cf4fd0bc5f&req=fCIuEc95mIZcFb4f3HP0gJGAD6rWxB5zGip8N%2BcUvQi%2F3ZXmU6447lpax%2BZy%0AjCqd1X%2B69%2Fnncrng1A%3D%3D%0A) Next, select the forms you wish to include in the patient queue. Following your selection, click on the "**Add to Queue**" button. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-25-20at-202-38-47-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767581/106b9a084dd2b6761b6f3644/Screen-20Shot-202023-08-25-20at-202-38-47-20PM-png.png?expires=1772825400&signature=cbb9dac28dbd36442e0e463df1afcdda295159675312fe2ee53c24c433e046be&req=fCIuEc95mIleFb4f3HP0gP8BcHSktDoVdmV3wiahQG%2BK7i2J5x0RzQCdqO%2BE%0A6qw4i1PRBz9OoK5qLg%3D%3D%0A) You can now review all **pending** forms associated with the patient. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-25-20at-202-57-58-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767585/f8b50b977ba017a571c5bcea/Screen-20Shot-202023-08-25-20at-202-57-58-20PM-png.png?expires=1772825400&signature=3bc95eefe042d42c5ac985748ac2e1a9c848b249267284b389823af4630a920f&req=fCIuEc95mIlaFb4f3HP0gOLd9wWLZblpYDikMeloS0JosPg4O5urcACdPqlf%0AidKX2CuzeLjKymJGsw%3D%3D%0A) You have the option to resend the incomplete forms to the patient using the **Action** button. This can be done through email, SMS, or by copying the link and sharing it directly with the patient. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-25-20at-202-40-31-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767604/32e77bbf32a52950a98dc647/Screen-20Shot-202023-08-25-20at-202-40-31-20PM-png.png?expires=1772825400&signature=4509db3f1f4714818648a19362c869746ce0c8707091c1b0fe1fb69be8c61835&req=fCIuEc95m4FbFb4f3HP0gCFFs8E38zZhnqU0FySF0PQuAvGXXPsInZJphtZA%0AcZ2psGxGhHWWDWWJLA%3D%3D%0A) Prior to the upcoming appointment, your patient will receive an appointment reminder via email and/or SMS. This reminder will also include a link, allowing them to easily complete any outstanding forms assigned to them. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-25-20at-202-50-49-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767592/7f1e73ac053cfcd7a8e6cb24/Screen-20Shot-202023-08-25-20at-202-50-49-20PM-png.png?expires=1772825400&signature=b756fa0783bf6eafdc1e5f2478718479d26eb421294d28b117a7f5b019e6d716&req=fCIuEc95mIhdFb4f3HP0gJuHxcABttkcCGXG5CJWpGwTrsXcMERlFGGfxisu%0AFOvnZYv6xkYP1esHKw%3D%3D%0A) #### **2- From the Paperless Forms Tab:** You have the flexibility to send Paperless Forms to your patients through two avenues: 1. **All Section Tab:** From the "All" section tab within Paperless Forms, you can manually select the specific forms you wish to send to your patients. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767615/e45fb20398d066e33dd79f1e/Screen-20Shot-202023-08-25-20at-203-48-04-20PM-png.png?expires=1772825400&signature=7aca95578f9c0f8097fc0496aba0a5022047fbe79be4bd9f17143b82ce944303&req=fCIuEc95m4BaFb4f3HP0gORm8PqtpQ65KtTY0BB2N8WT4sFuXsVbW8iPPABt%0AqU0%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767615/e45fb20398d066e33dd79f1e/Screen-20Shot-202023-08-25-20at-203-48-04-20PM-png.png?expires=1772825400&signature=7aca95578f9c0f8097fc0496aba0a5022047fbe79be4bd9f17143b82ce944303&req=fCIuEc95m4BaFb4f3HP0gORm8PqtpQ65KtTY0BB2N8WT4sFuXsVbW8iPPABt%0AqU0%3D%0A) 2. **Groups Section:** Alternatively, you can opt to send a predetermined set of forms to patients by utilizing the "Groups" section. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767619/df799712a2dbcd140cb78341/Screen-20Shot-202023-08-25-20at-203-54-51-20PM-png.png?expires=1772825400&signature=3cdcaa05a5079ff488d1bba029ed735a516a0fdd9782fc26a21b00a336feddc9&req=fCIuEc95m4BWFb4f3HP0gKuB3%2FNJ40%2BSyuepHBlpde86ku0BKebbOBP28Mcu%0AVgU%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767619/df799712a2dbcd140cb78341/Screen-20Shot-202023-08-25-20at-203-54-51-20PM-png.png?expires=1772825400&signature=3cdcaa05a5079ff488d1bba029ed735a516a0fdd9782fc26a21b00a336feddc9&req=fCIuEc95m4BWFb4f3HP0gKuB3%2FNJ40%2BSyuepHBlpde86ku0BKebbOBP28Mcu%0AVgU%3D%0A) ### **How to add Form Groups?** To create and add a **Group** of forms, follow these steps: 1. Within the **Paperless Forms** tab, initiate the process by selecting the "**Add New**" option. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767625/7dd78026ad6e19e8f89046b0/Screen-20Shot-202023-08-25-20at-203-57-59-20PM-png.png?expires=1772825400&signature=668a1411fd8e704164ce0adf455991af6e08636dfc2e21757cdf35b2d0dd967d&req=fCIuEc95m4NaFb4f3HP0gGVPWFGQcqdTRn75AUZTLuy8RHDKjeRRdEUQtaBu%0AOac%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767625/7dd78026ad6e19e8f89046b0/Screen-20Shot-202023-08-25-20at-203-57-59-20PM-png.png?expires=1772825400&signature=668a1411fd8e704164ce0adf455991af6e08636dfc2e21757cdf35b2d0dd967d&req=fCIuEc95m4NaFb4f3HP0gGVPWFGQcqdTRn75AUZTLuy8RHDKjeRRdEUQtaBu%0AOac%3D%0A) 2. Assign a suitable name to the group you are creating, then proceed by clicking on the "**Add**" button.​ [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767629/edcca5e3b403a58167d18dae/Screen-20Shot-202023-08-25-20at-203-59-35-20PM-png.png?expires=1772825400&signature=4306fe98c7524911d9d883ee639af92f61ba8b26a3e31a360d4b70b2c51c7525&req=fCIuEc95m4NWFb4f3HP0gMPPuRbTdm7YO0vuqi5XLv4culp5xJnjjj5HUnRT%0Aux4%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767629/edcca5e3b403a58167d18dae/Screen-20Shot-202023-08-25-20at-203-59-35-20PM-png.png?expires=1772825400&signature=4306fe98c7524911d9d883ee639af92f61ba8b26a3e31a360d4b70b2c51c7525&req=fCIuEc95m4NWFb4f3HP0gMPPuRbTdm7YO0vuqi5XLv4culp5xJnjjj5HUnRT%0Aux4%3D%0A) 3. Now, navigate to the "**All sections**", where you can proceed to mark all the forms you intend to include in your newly created group. Afterward, click on the "**Add to Group**" option. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767632/cd340dfaac71101552504be8/Screen-20Shot-202023-08-25-20at-204-01-32-20PM-png.png?expires=1772825400&signature=08d409a94511af8a1bec37ef4e01280dd58a9c147ae4d78e5b6484023b913789&req=fCIuEc95m4JdFb4f3HP0gHXuaSOSny73EER5cuBr6fOsq1rG0KfC0h0oSpqH%0Ad4I%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767632/cd340dfaac71101552504be8/Screen-20Shot-202023-08-25-20at-204-01-32-20PM-png.png?expires=1772825400&signature=08d409a94511af8a1bec37ef4e01280dd58a9c147ae4d78e5b6484023b913789&req=fCIuEc95m4JdFb4f3HP0gHXuaSOSny73EER5cuBr6fOsq1rG0KfC0h0oSpqH%0Ad4I%3D%0A) 4. Choose the name of the group you previously established, and then finalize the process by clicking the "Add" button. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767636/162d15407c6efa1c1056cc4d/Screen-20Shot-202023-08-25-20at-204-02-39-20PM-png.png?expires=1772825400&signature=f5c0ebc61959b79c6a35d79b1c177b30a1fae5986b80388d775febd4f95334ad&req=fCIuEc95m4JZFb4f3HP0gKQO91f3qcPdZy4qxFbR5VB0gmnm2EG5qqw1klvx%0APDQ%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767636/162d15407c6efa1c1056cc4d/Screen-20Shot-202023-08-25-20at-204-02-39-20PM-png.png?expires=1772825400&signature=f5c0ebc61959b79c6a35d79b1c177b30a1fae5986b80388d775febd4f95334ad&req=fCIuEc95m4JZFb4f3HP0gKQO91f3qcPdZy4qxFbR5VB0gmnm2EG5qqw1klvx%0APDQ%3D%0A) 5. The next time you wish to send a specific patient the group of forms you've created, follow these steps: 1. Head to the **Groups** section and select the desired group. 2. Click "**Select All**" to include all the forms within the chosen group. 3. Access the A**ction** button and choose "**Send these to Patient.**" 4. Search for the intended patient and transmit the forms to their queue. [![](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767640/9a65e310c245aeb30cb75ddf/Screen-20Shot-202023-08-25-20at-204-11-51-20PM-png.png?expires=1772825400&signature=6231f90e1d92b6e990d977885a50c73ada11e206013f182a3e69f663646001fb&req=fCIuEc95m4VfFb4f3HP0gFMbBvMlbBZmQt3XyDcyxpNVoB82vXCHdJkinJbU%0AENc%3D%0A)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767640/9a65e310c245aeb30cb75ddf/Screen-20Shot-202023-08-25-20at-204-11-51-20PM-png.png?expires=1772825400&signature=6231f90e1d92b6e990d977885a50c73ada11e206013f182a3e69f663646001fb&req=fCIuEc95m4VfFb4f3HP0gFMbBvMlbBZmQt3XyDcyxpNVoB82vXCHdJkinJbU%0AENc%3D%0A) ### **Form Automation- How to Set Form Automation?** Form Automation is a Kasper feature that allows users to automatically send a custom set of forms to either new patients or those who are returning. To set Form Automation, follow these steps: 1. Go to the "Paperless Forms" tab and access the Form Automation feature. 2. Click on the gear icon to access settings. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-29-20at-202-09-05-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767649/3bca34f6dde887009d256c14/Screen-20Shot-202023-08-29-20at-202-09-05-20PM-png.png?expires=1772825400&signature=ad5ace36a74d1122aa71ba10ff5441b3cd73ba8dcef13744ee74e708345bccca&req=fCIuEc95m4VWFb4f3HP0gGnIJKaKvv8nymsVpKOB%2Fa%2B5CFA2wiHVb3LguR6x%0AidjsoQx6TqlR%2FWkjQg%3D%3D%0A) 3\. Choose either "New Patient" or "Returning Patient," then click "Edit." [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-29-20at-202-14-15-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767655/44080c04687b2c1d94b57df7/Screen-20Shot-202023-08-29-20at-202-14-15-20PM-png.png?expires=1772825400&signature=34efcb687689550cafd3e8201d0e9abf94cd370323848bb47533e127549d58a4&req=fCIuEc95m4RaFb4f3HP0gCeSln4gJ%2FEXR%2FfSje8yBiwUwTtXI%2F4WfTpPHjJs%0A1Ht%2B5n6dohtoUcicwA%3D%3D%0A) 4\. Add the forms that you wish to be automatically sent to new or returning patients. Remember to click "Save." [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-29-20at-202-14-38-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767660/f058bb04f8d0412f58231e15/Screen-20Shot-202023-08-29-20at-202-14-38-20PM-png.png?expires=1772825400&signature=3a3bfa9abea40927f4a4481b8f797828d3ec00d6d4e1a9427698e8aa9b0be135&req=fCIuEc95m4dfFb4f3HP0gDz87RaZhy4SGXMwH%2BnU7jri3qkilJt1OPFcDVcn%0AKArBFrE4YobQ9XY4Lg%3D%3D%0A)   **Note:** Forms are automatically sent in the patient’s preferred language. Kasper detects the patient’s language from Open Dental and sends either the English or Spanish version accordingly. To customize a Spanish version of an existing English form, please contact our Forms Team at **[newforms@meetkasper.com](mailto:newforms@meetkasper.com).** **Note:** For returning patients, define intervals during which they should update the forms they have previously filled out. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-29-20at-202-27-28-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767666/25b806894215f179c3c257c3/Screen-20Shot-202023-08-29-20at-202-27-28-20PM-png.png?expires=1772825400&signature=53643a4b423e132b24e11ee34078aeda5728cdbf8d63749e404a2975e005ac5b&req=fCIuEc95m4dZFb4f3HP0gJLchci7n5CoTVQL7fdAscgOlHgYsxYMToTZOq8I%0AJem%2F3y1xa4anzq5KWA%3D%3D%0A) Don't forget to enable the automation for either new or returning patients. This ensures that the selected forms are automatically dispatched when appointments are made. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-29-20at-202-26-11-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829767668/4b1f1d31b753019fa959ad46/Screen-20Shot-202023-08-29-20at-202-26-11-20PM-png.png?expires=1772825400&signature=60d45718359327f8a025a9d8fbd109f3190fb222cd45944c5258dfca6f63a866&req=fCIuEc95m4dXFb4f3HP0gH3TWt2Z3CUGtYrT8q2aJm4ZSn39JWqg%2FfLucmDI%0AyL%2BCGmwqkLi2mdIsEQ%3D%3D%0A) - [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en) - [Video Tutorials](https://knowledge.meetkasper.com/knowledge/video-tutorials?hsLang=en) - [Getting Started](https://knowledge.meetkasper.com/knowledge/getting-started?hsLang=en) - [Paperless Forms](https://knowledge.meetkasper.com/knowledge/paperless-forms?hsLang=en) - [Campaigns](https://knowledge.meetkasper.com/knowledge/campaigns?hsLang=en) - [Online Scheduling](https://knowledge.meetkasper.com/knowledge/online-scheduling?hsLang=en) - [Troubleshooting](https://knowledge.meetkasper.com/knowledge/troubleshooting?hsLang=en) - [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en) - [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content) - [Kasper Server App](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#kasper-server-app) - [Treatment Plans](https://knowledge.meetkasper.com/knowledge/treatment-plans?hsLang=en) - [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content) - [Phone Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#phone-settings) - [My Profile](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#my-profile) - [User Management](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#user-management) - [Auto Reminders](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#auto-reminders) - [KasperPay](https://knowledge.meetkasper.com/knowledge/kasperpay?hsLang=en) - [Open Dental Assistance](https://knowledge.meetkasper.com/knowledge/open-dental-assistance?hsLang=en) - [Communication](https://knowledge.meetkasper.com/knowledge/communication?hsLang=en) - [Tasks](https://knowledge.meetkasper.com/knowledge/tasks?hsLang=en) - [Apps](https://knowledge.meetkasper.com/knowledge/apps?hsLang=en) - [Unscheduled Treatments](https://knowledge.meetkasper.com/knowledge/unscheduled-treatments?hsLang=en) - [Office Chat](https://knowledge.meetkasper.com/knowledge/office-chat?hsLang=en) - [Account Management](https://knowledge.meetkasper.com/knowledge/account-management?hsLang=en) - [Insurance Verification](https://knowledge.meetkasper.com/knowledge/insurance-verification?hsLang=en) - [Kasper Config App](https://knowledge.meetkasper.com/knowledge/kasper-config-app?hsLang=en) - [Performance](https://knowledge.meetkasper.com/knowledge/performance?hsLang=en) - [Calendar](https://knowledge.meetkasper.com/knowledge/calendar?hsLang=en) [![](https://knowledge.meetkasper.com/hs-fs/hubfs/Group%20637-2.png?width=342&height=83&name=Group%20637-2.png)](http://www.meetkasper.com) Kasper AI Help Center Copyright © 2026, Kasper