Forms: Form Groups

Form Groups allow you to send and assign multiple forms to a patient a once. After completing the first form, the patient will automatically be prompted to complete the next forms.

Creating a Form Group

• Go to the Forms page
• Click the "Groups" tab on the top
• Click Create Form Group
• Select the forms from your account in the drop-down that you would like added to the Form Group
• Forms will be shown to the patient in the order that you add them (leftmost being the first form)

Sending a Form Group

Option 1:

• Click the "Copy Template String" icon
• Paste that string into a message for a patient
• Send that link as an email or SMS to a patient

Option 2:

• Create a template
• Copy and paste the template string
• Edit the text after the ":"
• I.e. In the example above "Fill out this form" would be hyperlinked in the text

Form Groups can also be sent as Public Links!