How to add patient forms to the reminder e-mail

How do I add patient forms to the reminder e-mail?

Sometimes, patients may have trouble remembering to fill their intake forms out prior to their appointment. Adding the {patient form link} to the reminder e-mail gives them a second reminder to fill out their form.


To do this, follow these steps:

1. Go to Communication > E-mail


2. Click on the “System” tab.


3. Click on the screen icon for the Appointment Reminder e-mail.


4. In the resulting pop-up. Add some text that includes the code {patient form link} with the curly brackets included. This code will turn into the form portal link when the e-mail is sent to your patients.


That's it! When finished, just press save. You may wish to try sending yourself a form to test out how it works. If you're unfamiliar with how to do this, check out our other form tutorials.