✨ When You Need This Guide
Use this if you’re wondering:
“How do I get a form to a patient?”
“How do I send a form for a new patient or a specific visit type?”
“Where can I set up patient paperwork?”
“How do I send an intake form or consent form automatically?”
With Campaigns in Aloha, you can automatically send forms to patients via text or email based on the appointment they booked.
✅ How to Set It Up in 5 Easy Steps
1. Create or Edit a Campaign
Go to: Campaigns > Show Campaigns
Click “Add Campaign” or choose an existing one to edit
Name your campaign (e.g., New Patient Campaign)
For Appointment Type, you can:
Select "Any new appointment", or
Search and choose a specific appointment type like New Patient Neuropathy
2. Add a Campaign Step
After saving, go to the Steps section
Click “Add Step”
Name the step (e.g., Send New Patient Form)
Choose the Action Type: Text or Email
Select a message template or write your own
3. Include the Form Link
In your message, add the URL where your form is hosted
If you're using an Aloha form, add this to the end of the URL to tie it to the patient:
~Contact.VerificationToken~
Final example:
4. Set the Timing
Choose when the step should send
Example: 1 minute after appointment is booked
5. Finalize the Campaign
Click “Add Campaign Step”
Then click “Save Campaign”
🧠 Other Use Cases
You can use this same process for any form type:
Use Case | Example |
Massage Appointments | Massage Consent Form |
Follow-Ups | Feedback Survey |
Pre/Post-Treatment | Care Instructions |
Insurance Verifications | Document Upload Form |
Just create a campaign for each situation and link the correct form.
💡 Common Scenarios & Solutions
Scenario | Tip |
“Can I send a form for a specific appointment type?” | Yes! Choose the type when building the campaign. |
“How do I make sure the form is tied to the right patient?” | Use the verification token in the URL: |
“Can I send the form by text or email?” | Yes, choose your preferred method in the Action Type. |
🎯 You’ll Know It Worked When...
The patient receives the text/email
The link opens to the correct form
The form is tied to their contact profile
You see form completion in their record or Mission Control
💬 Still Need Help?
We’re happy to help you double-check links, tokens, or campaign setup. Chat with us in Aloha or contact Support.
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