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Send a form from the patient card

Email a form link to one patient at any time, without waiting for an appointment.

Table of Contents
  • Open the patient card and click the blue +.

  • Choose Communication, then Email. The patient needs an email address.

  • Add a subject and message.

  • Click Merge tags and insert the link to the form.

  • Send.

When they finish, the form appears in their EMR.

Up next

Next, read Set a default intake form.