What is a form packet?
A packet is a group of forms you send to a patient together, such as a New Patient Packet.
How do I create a packet?
In the left-hand menu, click Forms.
Click Management in the top right corner.
Click Add New Packet.
Enter a Packet Name. Use a unique name, such as "New Patient Packet."
Optionally, add a packet description.
Search for a form you want to include and click Add to Packet.
Repeat for each form you want in the packet.
Drag and drop the forms to put them in the order you want.
Click Save Packet.
How do I add or remove forms in a packet?
Select the packet.
Click Edit Packet.
Add or remove forms, then click Save Packet.
How do I send a packet to a patient?
Go to Forms > Management.
Select the packet from the list on the left.
Enter the patient or patients you want to send it to.
Click Send.
After you send the packet, you can track the patient's progress on the Forms Dashboard.
How do I get a link to a packet?
Select the packet.
Click the three dots (⋯) next to the Send Packet button.
Click Copy Link.
You can paste the packet link into:
Reminders
SMS or Secure Text messages
Broadcast messages
Your practice website
Important: Packets completed from a copied link go to your Inbox, but they don't show on the Forms Dashboard. To track a packet's progress, send it with the Send button instead.
What else can I do with a packet?
Click the three dots (⋯) next to Send Packet to:
Copy Link: Get a link to the packet. See above.
Duplicate Packet: Make a copy of the packet.
Delete Packet: Remove the packet from your packet list.
Note: Deleting a packet doesn't delete the forms in it.
How do I track a packet I sent?
In the left-hand menu, click Forms to open the Forms Dashboard. Each packet you sent shows its status:
Status | What it means |
Sent | The packet was sent to the patient. |
In Progress | The patient has finished at least one form in the packet, but not all of them. |
Completed | All forms are finished and submitted to your Inbox. |
To see the status of each form in a packet, click the arrow (∨) next to the packet.
Note: Form assignments drop off the dashboard after 30 days.
How do I remind a patient to finish their packet?
On the Forms Dashboard, find the patient's packet.
Click Send Reminder.
A Success message confirms the reminder was sent, and the dashboard shows when you sent it.
The reminder is sent the same way as the original packet, by text or email.
Once all forms are completed, the Send Reminder button no longer appears.
Where do completed packets go?
When the patient submits all the forms, the status changes to Completed, and the forms are delivered to your Inbox.