When inviting to an appointment, you can choose to add forms that the patient can answer before the meeting.
This is how to add forms to a meeting invitation:
- Click on Invite to an appointment, either through the menu, an available meeting slot, or by clicking on a time in the calendar.
- Select participants and proceed to the next step.
- Click on the search box for forms and select the form you want to include in the booking.
- Now you will see the forms that will be sent to the patient via the meeting invitation. If you see a form with a padlock icon, it means that the form is set to be sent to all bookings made at your clinic. Forms with padlocks cannot therefore be removed from an individual booking.
- If you want to remove a form (that does not have a padlock) from the booking, hover over the form and click on remove.
Don't see the option to add forms? This may be due to one of the following reasons:
- The booking includes more than two participants. Bookings for multiparty appointments cannot contain forms.
- There are no forms published at your clinic.