Send forms by text or email

A client fills in and signs the forms you send from their link. They don't need a portal account or a password.

Steps

1. Open Clients and choose the client.
2. In the Forms box, under Send forms, choose one or more forms.
3. Under Send the link by, tick Text, Email or both. A channel that can't reach the client says why.
4. Select Send form. The client gets a message that names your clinic and how many forms, never a form's title.
5. The client opens the link and confirms their date of birth, if one is on the record. With none on the record, the link opens with one tap.
6. Each form shows when the link was sent, whether it was delivered and when the client opened it.
7. To send it again, select Resend by text or Resend by email. The new link replaces the old one for that form.
8. To stop a link, select Turn off link.

Good to know

• A link works for 72 hours and only on your clinic's portal address. It stops once every form in it is sent.
• After five wrong dates of birth the link locks. Resend the form to give the client a new one.
• The link opens only the forms you sent with it, nothing else in the client's record. Signed-in clients still see the same forms in their portal.
• A marketing authorization still asks the client to sign in to their portal.