Patient forms can be accessed by anyone using a sharing link, making it easier for patients to collect information from new patients without needing to send the form individually. With this form link, anyone can access and complete the form. This is especially useful for patients filling it out in your waiting room or at reception before their appointment.
Public patient forms helps you:
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Simplify your intake process
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Reduce admin time at the front desk
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Receive accurate digital patient information from the start.
It's an easy and flexible way to keep your patient registration process efficient and paper-free!
Tip
For an even more hands-off approach, you can even download a QR code for your form link and display it at your practice! Your new patients can just scan the QR code with their smartphone and complete the form all by themselves.
Note
While the form can be accessed by anyone with the form link, the submitted information is visible only to the practitioner.
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Click Settings > General.
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Under the section Template Settings, next to Patient forms, click the
pencil icon.
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In the list, next to the form you want to share, click the
three dots icon, then select Share settings.
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In the pop-up, under Patient Form Sharing, you can:
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Share via link: Click Copy to copy the form URL and share it with recipients for them complete the form online.
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Share via QR code: Click Download QR Code to download an image file of your link in QR code format. You can add this code to emails or display them at your practice.
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You or anyone with the link can now open the form from any device browser.
Note
When a patient or professional contact completes a form via the link, their new patient profile and professional contact are automatically labelled Created via Form Link. This label can be removed from any patient profile if needed. However, the label itself cannot be edited in the label settings.
Important
If an existing patient completes a public patient form, a new profile may be created. You can easily merge the duplicate profile with their existing one.
Patient forms can be made available on your location profiles in the Halaxy directory.
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Click Settings > General.
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Under the section Template Settings, next to Patient forms, click the
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In the list, next to the form you want to share, click the
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In the pop-up, under Directory Profile:
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Tick the checkbox Available on directory profile.
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For Level, set the form availability setting:
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Group: The patient form is displayed on the all location profiles in this practice group.
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Clinic: The patient form is displayed only on selected location profiles in this practice group.
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Click Save.
The patient form now displays on your location profile/s according to your settings.
Tip
Forms can be embedded directly into your website. See the article Integrate forms to your website.
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