(This functionality is available starting from March 7th.)
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.