When are patient forms sent?
As I am going through the new patient forms, I am coming up with more questions I cannot find the answer to.
When are the patient forms sent to the patients? Are they sent at a certain time of day?
When I activate them, are they going to go out to every patient at that moment or are they sent based on when and if they have their next appointment? If they go out based on their next appointment, how far in advance do they go out? Is it customizable?
Is it possible to delete forms for specific patients so they never receive them? For example, patients who have been seeing us for 20 years do not need to fill out a Dental History form. Along the same lines, can we specify certain forms to only go to new patients?
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Hi! I'm glad to see you are exploring Patient Forms. Thanks for your questions. Let me see if I can answer them:
When are Patient Forms sent to patients?
In Settings > Patient Communications you can setup email and SMS appointment reminders. Patient Forms are sent with the reminder type called "Appt Confirmed". "Appt Confirmed" is a message sent shortly after the patient confirms their appointment. It thanks them for confirming and asks them to fill out their forms using a provided link.
When I activate them, are they sent to every patient at that moment?
They are sent with appointment reminders based on their next appointment time. The time that appointment reminders are set is customizable in Settings > Patient Communications.
Can we specify that some forms should not go to long time patients?
This is not yet a feature, but we have it in on our roadmap! You can set a long expiration period, or choose to "never" expire to prevent patients from filling a form out more then once. But there is not yet a way to mark a patient as having completed a form without them actually completing the form.
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