✨ When You Need This Guide
Use this guide if you want to:
Send a patient intake form manually to a single patient
Create a reusable saved message that includes your form link
Make form delivery fast and easy right from the Conversations page
Common questions this guide answers:
How do I send a forms link to just one patient?
Can I manually send new patient paperwork?
Where do I add a verification token to my forms link?
What’s the best way to send a form if it's not automated?
✅ Set Up Your Forms Link First 🌐
Go to your website where the form is published.
This is usually your New Patient Paperwork or intake form page.Copy the full URL of the form from your browser’s address bar.
Example: https://mysite.com/new-patient-paperwork/
✅ Create a Saved Message with the Form Link 💾
In Aloha, go to Contacts > Saved Message
Click Add in the top right corner
Choose either:
Saved Reply (for text)
Saved Email (for email)
Write your message—something like:
“Hi! Here’s the link to your new patient forms. Please fill them out before your visit.”Paste your copied form link into the message.
Add the verification token to the end of the URL:
Place your cursor right after the link
In the Replacement String section, select:
Contact
Then Verification Token
Click Insert
Your final link should look like:
https://mysite.com/new-patient-paperwork/?~Contact.VerificationToken~
Click Save to store your saved message for future use.
✅ Send the Forms Link to a Patient ✉️
Now you're ready to send the link manually:
Go to Contacts > Conversations
Search for the patient’s name in the text box and select them
Click the pencil icon ✏️ to the left of the message input field
Select the saved message you just created
Click Send
🎉 That’s it! The patient now has a personalized, secure link to their forms.
💡 Why Use a Saved Message?
Benefit | Why It Helps |
Saves time | You don’t have to rewrite the message every time |
Personalizes the link | Includes the patient’s unique verification token |
Prevents errors | Consistent wording and format every time |
This method is ideal for one-off sends, resending paperwork, or manual follow-ups.
🎉 You’ll Know It Worked When:
The patient receives your message by text or email
The link includes their unique verification token
They’re able to open the form and start filling it out right away
Need Help? We're Here!
Questions or need help getting your form set up?
Reach out to our support team—fast and friendly help is just a message away!
📧 Support@reviewwave.com
📞 1-800-563-0469
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