Send Wellness Forms

Protect yourself and your staff by screening patients with a wellness form prior to bringing them into the office. 

Preview the Wellness Form

  1. Log into your Admin Portal
  2. Select Customers from the left side menu
  3. Click on Wellness Forms
  4. Click on the preview icon Preview.svg to preview the Wellness Form

Note: Wellness Forms cannot be edited or changed.

Sending Wellness Forms

Wellness Forms can be sent a number of ways: 

Copy Wellness Forms Link for Text or Email
  1. Log into your Admin Portal
  2. Select the Customer Menu
  3. Click on Wellness Forms
  4. Click on the copy icon Screen_Shot_2021-06-11_at_1.01.34_PM.png to copy the URL 
  5. Paste the link into a text message or email to your customer
Wellness Forms Message Template
  1. Go to an existing message thread in your Messages app
  2. Click on the template icon Screen_Shot_2021-06-11_at_1.04.41_PM.png
  3. Select Wellness Forms 
  4. Adjust the message as necessary
  5. Click Send

Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates. 

Wellness Forms Schedule Messaging Template

The availability of this feature is dependent on your practice management software

  1. Click on the message icon  Screen_Shot_2021-06-11_at_1.36.19_PM.png in your Schedule App to start a new schedule message
  2. Select Wellness Forms 
  3. Adjust the message as necessary
  4. Click Send

Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates. 

Add Link to Appointment Reminders

The availability of this feature is dependent on your practice management software

You can also add the wellness form variable directly to your Automated Appointment Reminders.

Wellness3.png

Viewing Wellness Form Responses

Results will be posted in your Admin Portal after the form has been completed. Here you can filter by Name, Email, Phone, or Symptomatic results.

Welliness1.png

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