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  3. Giving Patients Forms to Complete

Giving Patients Forms to Complete

Learn how to add and/send forms to patients for them to complete.

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  • In the Office: Add a Form For a Patient to Complete on a Tablet
  • In the Office: Set Up Tablet Rules
  • Before their Appointment: Send a Patient Message
  • Before their Appointment: Send Patient Reminders
  • Outside the Office: Manage General Inquiries through Website Forms

In the Office: Add a Form For a Patient to Complete on a Tablet

Please refer to Basic Tablet Workflow.

In the Office: Set Up Tablet Rules

Please refer to Tablet Rules.

Before their Appointment: Send a Patient Message

Please refer to Basic Patient Messages Workflow.

Before their Appointment: Send Patient Reminders

Please refer to Patient Reminders (Overview).

Outside the Office: Manage General Inquiries through Website Forms

Please refer to this article.

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