In this article, you will learn how to set up and manage automated patient intake form delivery for scheduled appointments.
1. Enable Texting Automation
Navigate to Organization Settings > Communications.
Scroll down to Texting Automation.
Toggle the automation on.
Scheduled intake messages are sent approximately 24 hours before the appointment.
❗ Important Note: Patients will not receive an intake text if: the appointment type has no linked intake form; the patient completed an intake within the last 90 days; or the patient has opted out of texting.
2. Link Intake Forms to Appointment Types
Navigate to Appointments > Settings.
Review the table to confirm linked intake forms are displayed.
To modify an appointment event type:
Select the ⋯ menu next to the appointment type.
Select Edit Event.
Choose the appropriate intake form for the appointment type.
Select Update Event Type.
3. Handle Cancellations and Rescheduling
If an appointment is canceled, the scheduled intake form message is automatically removed.
If the appointment time changes, the scheduled intake is removed unless the new time is more than 24 hours away.
4. Remove Scheduled Intake Messages Manually
Navigate to Communications > Scheduled to find the message.
Select the ⋯ menu and select Remove.
Alternatively, navigate to the patient's Patient Profile, open their messages, locate the scheduled intake message, and select Remove.
Link to video: Automated Patient Intake Form Delivery
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.