If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.
Click the question to view the answer.
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How do I choose or change the default patient form for online bookings?
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How do I automatically send a separate email just for patient forms?
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How do I automatically send a patient form only for a specific fee?
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What does the error message "The CSRF token is invalid. Please try to resubmit the form" mean?
If the dynamic term [Online Form Link] is not converted into a clickable link in your email, you may have clicked to send a regular email instead of a patient form email.
From the patient's profile, ensure you are sending the form specifically using the patient form icon.
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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, for Default form, select the form template to send automatically for online bookings.
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Click Save.
Whenever a patient completes an online booking, the default patient form is provided to the patient.
Note
The default patient form applies to all online bookings except for fees and appointment types that have their own assigned form templates.
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Click Settings > General.
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Under the section Patient Access, next to Patient form settings, click the
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In the pop-up, under the Online Booking, set Form delivery setting to In a separate email.
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In the additional fields that appear, configure the following:
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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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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 link label (optional): Enter your custom text on how you want the form link to appear in emails.
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Click Save.
Whenever a patient completes an online booking, they receive an individual email with the form link according to the settings you selected.
The fee booked by the patient may be linked to an appointment type that has its own assigned form.
In Halaxy, appointment type settings always override fee settings. If a patient books a fee that is linked to an appointment type with its own assigned form, the patient is sent the appointment type's assigned form, not the fee's. If you want the fee's assigned form to apply, you can either remove the appointment type's assigned form or unlink the fee in the appointment type's settings.
By default, the link to your patient form displays as "Click here to fill out our online intake form". You can customise this text by following the steps below:
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Click Settings > General.
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Under the section Patient Access, next to Patient form settings, click the
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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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Default form: Select No default patient form.
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Click Save.
A form is only automatically sent for patients who make an online booking for the specified fee. You can also configure this same process for appointment types.
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