How to Automate Patient Forms

Steps to Automate Patient Forms

1. Navigate to the Forms Tab:

• Go to the Forms tab at the top of PbN.
• Select the Forms option on the left.

2. Set Form Frequency:

• You will see each of your patient forms and can set how often each one is required:
  • Manual: Never sends automatically.
  • Once: Sends automatically for their first appointment.
  • Every Time: Sends prior to every appointment.
  • Every 6 Months: Sends based on the patient's last visit date and repeats every six months.
  • Every 12 Months: Sends based on the patient's last visit date and repeats every twelve months.
  • Every 2 Years: Sends based on the patient's last visit date and repeats every two years.

3. Activate Message Sending:

• Go to Settings on the left.
• Scroll down to the New & Existing Patient Forms options.
• Check the box next to each form to activate it.
• Set the switch to active at the top right of the setting.

4. Manage Automated Messages:

• From this section, you can Test, Edit, and Preview each automated message.
• To alter manually sent messages, review the Form Templates guide.
• You can also exclude patients based on services scheduled, chairs, and tags.

Automating Consents within Packages

Consents can also be automated within form packages. When setting up a package, include the necessary consent forms and they will be sent automatically along with the other forms in the package.

Automatic Form Sending

Once activated, forms will be sent automatically based on the settings you chose for each. The message includes a link where patients can complete all required forms. Completed forms will be available under the Completed Forms section.