Add a medical form to an email template

Include a link to a form in a template, so a patient can complete it straight from your email.

Table of Contents

Go to Setup, Templates, then create or open an email.
Open the merge tag panel.
Choose the forms group and pick the form.
Save.

Recipients get a link to complete the form, and it comes back to their record. When you email from the patient card, use the Forms tab to send a form directly.

Up next

Next, read Create template groups.