How clinics disable automatic sending of forms to patients

A Practitioner can turn off the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation.
  7. Click on the dropdown menu and choose Don't Use Form Automation.
  8. Click Save.

Important Note: By turning off this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

How to Create an Agreement to Collect Signature on Forms

Streamline Patient Agreements with Convenient Emailing

Sending Patient a Copy of a Signed Agreement

How to Print Blank Forms for Patient to Fill

Print or Download Completed Forms

A Practitioner can turn off the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation.
  7. Click on the dropdown menu and choose Don't Use Form Automation.
  8. Click Save.

Important Note: By turning off this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

A Practitioner can turn off the automatic sending of forms to a Patient who has booked an appointment.

  1. Log in as Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Base Setup.
  4. Scroll down to the Service sections.
  5. Click on the Service Name that has form automation enabled.
  6. Scroll to Form Automation.
  7. Click on the dropdown menu and choose Don't Use Form Automation.
  8. Click Save.

Important Note: By turning off this option, Patients will no longer receive a link to fill out a new form when they book an appointment.

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

How to Create an Agreement to Collect Signature on Forms

Streamline Patient Agreements with Convenient Emailing

Sending Patient a Copy of a Signed Agreement

How to Print Blank Forms for Patient to Fill

Print or Download Completed Forms

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice