Managing Form Automation

As the Administrator, you can manage form automation. This feature automatically sends a form when a certain service is booked. For instance, Form Automation is a great tool for new Patients. An intake form can be linked to an initial appointment, and once a New Patient books this appointment, an intake form will be sent automatically.

Enabling Form Automation

1. Log into Admin.
2. Click the Gear Icon.
3. Go into Base Set-Up.
4. Scroll down to Services.
5. Select a Service for which you want a form to be automated.
6. Scroll down to Form Automation.
7. Use the Drop-Down menu.
8. Select a Form.
9. Select the Timing.
10. Press Save.

Important Note: The Form Automation feature is not supported for Classes or Group Bookings. Form Automation only allows attaching one form. If multiple forms need to be sent to a Patient, the Practitioner must go into the Patient profile.

Disabling Form Automation

A Practitioner can disable 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 selecting the option 'Don't send if the Patient already has this form outstanding or completed,' you can prevent spamming your Patients with numerous emails and prevent a form from being sent again once it's been completed.