As the Administrator, you can manage form automation. This feature automatically sends a form when a certain service is booked.
Form automation is an excellent tool for new Patient bookings. For instance, an intake form can be linked to your initial appointment, ensuring it is automatically sent to a new Patient when that initial appointment is booked.
A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.
Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.
As the Administrator, you can manage form automation. This feature automatically sends a form when a certain service is booked.
Form automation is an excellent tool for new Patient bookings. For instance, an intake form can be linked to your initial appointment, ensuring it is automatically sent to a new Patient when that initial appointment is booked.
A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.
Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.
As the Administrator, you can manage form automation. This feature automatically sends a form when a certain service is booked.
Form automation is an excellent tool for new Patient bookings. For instance, an intake form can be linked to your initial appointment, ensuring it is automatically sent to a new Patient when that initial appointment is booked.
A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.
Important Note: By disabling this option, Patients will no longer receive a link to fill out a new form when they book an appointment.