Managing Form Automation

As the Administrator, you can manage form automation. This feature automatically sends a form when a certain service is booked.

Enabling Form Automation

1. Log into Admin
2. Click the Gear Icon
3. Go into Base Set-Up
4. Scroll down to Services
5. Select a Service you want a form to be automated
6. Scroll down to Form Automation
7. Use the Drop Down menu
8. Select a Form
9. Press Save

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.

Disabling Form Automation

A Practitioner can disable the automatic sending of forms to a Patient who has booked an appointment.

1. Log in as Admin.
2. Click on the Gear icon in the top right header.
3. Click on Base Setup.
4. Scroll down to the Service sections.
5. Click on the Service Name that has form automation enabled.
6. Scroll to Form Automation
7. Click on the dropdown menu and choose Don't Use Form Automation
8. Click Save

Important Note: By selecting the option 'Don't send if the Patient already has this form outstanding or completed,' you can prevent spamming your Patients with numerous emails asking them to complete the same form.