You can use campaigns to automatically send forms like new patient forms or consent forms via text, email, etc. Here's how:
1. Create or Edit a Campaign
Go to: Campaigns > Show Campaigns
Click "Add Campaign" or edit an existing one (for the following steps, let's pretend we are making a new patient campaign)
Name your campaign (e.g., New Patient Campaign).
For Appointment Type, either:
Select "Any new appointment", or
Search and select a specific appointment type (e.g., New Patient Neuropathy).
2. Add a Campaign Step
After saving your campaign, you'll be taken to the steps page:
Click "Add Step"
Name the step (e.g., Send New Patient Form)
Choose the Action Type (e.g., Text, Email)
Select a template or create your own
3. Add the Form Link
To include your form in the message:
Use the landing page URL where your form is hosted (e.g.,
www.getaloha.com/newpatientform)If you are using an Aloha form, add the verification token to the end of the URL. This ensures the form is tied to the correct contact (if your EHR supports us populating the form, this will also be required)
4. Set Timing
Choose when the step should be triggered.
For example: 1 minute into the campaign (this would send the text shortly after booking)
5. Finalize Your Campaign
Click "Add Campaign Step"
Then, click "Save Campaign"
Other Use Cases
This process works for more than just new patient forms. Examples:
Massage Appointments → Send a Massage Consent Form
Follow-ups → Send feedback surveys
Pre/Post-Treatment → Send care instructions
Just create a separate campaign for each scenario and plug in the appropriate form URL.