How to Send Paperless Forms to Patients?

  1. Select Paperless Forms in the left control panel to send forms through email. {0.16}

  2. Click on the Send Forms button. {0.22}

  3. Enter the patient’s name, email id and select the forms to be sent, and click the send forms button. {0.32}

  4. Select Message Center in the left panel to send forms through text message. {0.39}

  5. Search for the patient's name to whom form is to be sent. Type the message and include the link to the form and click send. {0.51}

  6. On the patient’s end, they will click on the link in the message or email and fill out the form and submit it. {1.00}

  7. Once the patient submits the form, the icon shown besides View Details changes to green indicating the form is ready for viewing and downloading. {1.21}

  8. You can also download the pdf and it will get saved on your computer with the patient’s name. {1.32}

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