A Form was not Received by Patient/Client

Although most forms that are emailed to the patients/clients do get successfully delivered, it is possible that some may not. Sometimes they can end up in the patient's/client's spam folder or even be filtered out before it even gets to the patient/client.

  1. Click on the Dashboard
  2. Under the Incomplete Form section click on the Three dots
three_dots.PNG
  1. to the right of the patient's/client's name
  2. Click on Resend Form if you want it sent again
  3. Click on Copy Link if you want to send them the Form from your email

Adding Agreements to Patient/Client Profiles

Custom Question Types on Forms

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

Although most forms that are emailed to the patients/clients do get successfully delivered, it is possible that some may not. Sometimes they can end up in the patient's/client's spam folder or even be filtered out before it even gets to the patient/client.

  1. Click on the Dashboard
  2. Under the Incomplete Form section click on the Three dots
three_dots.PNG
  1. to the right of the patient's/client's name
  2. Click on Resend Form if you want it sent again
  3. Click on Copy Link if you want to send them the Form from your email

Although most forms that are emailed to the patients/clients do get successfully delivered, it is possible that some may not. Sometimes they can end up in the patient's/client's spam folder or even be filtered out before it even gets to the patient/client.

  1. Click on the Dashboard
  2. Under the Incomplete Form section click on the Three dots
three_dots.PNG
  1. to the right of the patient's/client's name
  2. Click on Resend Form if you want it sent again
  3. Click on Copy Link if you want to send them the Form from your email

Adding Agreements to Patient/Client Profiles

Custom Question Types on Forms

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

Get started with
Noterro today!

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

Get started with
Noterro today!

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