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.