If you already have online bookings enabled, you can automatically provide a patient form (such as an intake form) for any online booking. You can provide the form:
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After booking: A form button appears in the booking confirmation page. You may also add a form link to the booking confirmation email or in a separate email.
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During the booking process: The patient is required to fill out and submit the form in order to complete their booking. This removes the need to chase up patients to send their information.
Set and forget, and your patient forms will always take care of sending themselves.
Tip
Do you need different patient forms depending on the service booked? You can assign different form templates to specific fees or appointment types.
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Click Settings > General.
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Under the section Patient Access, next to Patient form settings, click the
pencil icon.
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In the pop-up, under Online Booking, configure the following settings:
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Automatic patient forms: Select Enabled.
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Form completion preference: Select when you want patients to complete their form when booking online.
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After booking: The patient receives the form after they complete the online booking. You can set the form link to appear in the booking confirmation page, booking confirmation email or in a separate email.
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During the booking process: The patient form appears after the patient enters their personal details in the online booking process. With this setting, patients are required to complete and submit the form in order to complete their online booking.
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Default patient form: Select the default patient form to send automatically for online bookings. (This applies to all online bookings by default, except for fees and appointment types with their own assigned form.) For a complete guide on how to create a patient form template, see this article: Set up patient forms
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Send form: Select when you want to send this patient form to the patient - on every online booking or only on the patient's first online booking.
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Form delivery setting: Select how you want to send the form link to patients.
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Communication template: Select the email template to use, which will contain the patient form link. (Note: The template you select must contain the dynamic term [Online Form Link] which displays in the email as the clickable link to the form.)
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Click Save.
Whenever a patient makes an online booking, they automatically receive the patient form according to your settings. The link to the form expires after your specified expiry period in the patient form settings.
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