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Less manual work for new patients

Feature Request

For all new patients, we ask for a triage form and T&Cs form to be completed. Currently, to make sure they are linked to the individual, I have to manual create and sent the forms. I would love if a new feature meant paperwork got sent with the confirmation email.

Posted by Emily Greasby ·
Status: Completed3 comments

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Comments3

  • simon.taylor

    Team•

    Apr 30, 2025

    Hi Emily,

    This is possible by using static form URLs. See method 2 in this article.

    • Joanne Crawley

      •

      Dec 27, 2025

      Hi there, is there a away to send a form for a particular appointment name. For example, I have New Patient Assessment, Follow-up Physio, Massage, all set up as ‘standard appointments’. I would like to send a new patient questionnaire with just the New Patient Assessment bookings. However, in the email customisation, there only seems to be the ability to distinguish between standard/telehealth/group etc types

      • simon.taylor

        Team•

        Dec 27, 2025

        Hi Jo, this is currently in testing. I will email you separately.