How to send individual forms to patients

You have the ability to send a link of an individual form to your patients!

There are times when you only need a patient to complete one form and you only want them to open that one form. By selecting "Copy Link", in the Forms Settings, you can email, text or even put this specific link into a campaign!

Forms > Settings:

Choose the specific form that you want to send to the patient, by selecting "Copy Link".  The link for that form will be copied to the clipboard:

Now head over to Messenger and you can text that link to the patient by going to:
Edit > Paste, or by selecting CTRL+V (Paste) on your keyboard.
It might be helpful to add some context around the link so that the patient knows what you are referring to:

Here are instructions on how to insert this link into an appointment confirmation! You will need to insert the link and not just copy and paste it. Depending on your OS, the copy/paste option may not pop up. There is a "link icon" offered that you can use:

Now type in the link info or use copy/paste (CTRL+V) tools if you can:

For text message reminders, you can just paste the link since phones automatically convert links into hyperlinks when they get to the patient.

Let's walk through those steps now: 
Settings > Appointment Confirmations > First Reminder > Text Message Reminder > Edit Message. 

If you are in your Form Settings (1), scroll down to Appointment Reminders (2) after you have copied the link, like below:

Once you are within Appointment Confirmations, scroll down to the First reminder and use the drop-down menu to choose "Text Reminder".
Next, select "Edit Message":

Add a short note about the Forms link and then paste (CTRL+V) the link into the text message, such as the blue highlighted info below:

Make sure to "Save Changes".

 
You can also put this copied link into an email to that patient or even put it into a Custom Campaign that you have created for a specific audience:

IMPORTANT: The link becomes invalid if you change the form for any reason after the link has been copied.  Your patient will get an error that the form is not found if you change the form before they click on the link. We have this in place so that a patient does not fill out the wrong version of a form or a form that has not been updated. 

If you need to edit the form for any reason, you will need to copy that link again to send the patient the newly updated form with the newly updated link.