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How to send digital forms to your patients
How to send digital forms to your patients

Follow this guide to learn how to send digital forms to your patients via text message, email and more!

Carmen Mick avatar
Written by Carmen Mick
Updated over a year ago

The following standardized digital forms are currently available in our platform:

Canada

  • Medical History Update Form

  • New Patient Intake Form (available in 3 versions at varying levels of detail)

  • Patient Consent & Screening Form

  • Patient Screening Form

  • Request for Release of Records from Previous Dentist

United States

  • Crown and Bridge Consent

  • Extraction Consent

  • HIPPA Acknowledgement

  • Medical History Form

  • New Patient Intake Form (available in 3 versions at varying levels of detail)

  • Nitrous Oxide Consent

  • Patient Consent & Screening Form

  • Patient Screening Form

❗These forms currently cannot be customized but we encourage you to send feedback and requests to our customer support team so we can prioritize future form creation.

To send forms through text:

  • Go to Chat

  • Search the patient you want to send the form to

  • Click on the 📄 icon at the bottom of your message to bring up a dropdown list of all your form templates

  • Select the form template you want, and it will insert the URL to direct your patient to the form to be filled out

To send forms through other communication methods:

  • Go to Account Settings > Forms and click on the form Link located on the right

  • Upon clicking the link, you'll see the label change from Copy to Clipboard to Copied!

Now you can paste the copied link into your desired communication channel. You can share this link with your patients via:

  • Email

  • A button on your website

  • Browser using a tablet - to be filled by your patient on arrival at the practice

  • Any other digital communications channels you can think of

💡When the patient clicks on the link, they will be redirected to your digital form page.

Example:

🍿Learn more about digital forms in the articles below:

How to add digital forms in your automated workflow: Learn how to add digital forms in Donna's automated reminders

How to view digital forms submissions: Learn how to view forms submitted by patients on the CareCru form submissions page

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