How to add your own question form for new patient or customer?

In business cases where you need to collect information from your patients or clients, you can design and add your own question form to a predefined business appointment type (i.e., appointment for new patient).

When you have a form activated for appointment, a patient or client will submit the form with answers to your questions when he/she books appointment online with you. The form is then attached, as a PDF file, to emails that are sent to both you and your patient for business record keeping.

To add a question form to collect info from new patient or client who sign-up online with you, on Patient –> New Patient Signup , click the link next to My Own Form Wizard and you will open a form design page.

Designing your own question form is easy. Just follow the simple instructions on the page and remember to save the form you created once you are happy with how it looks.

To activate a customized sign-up form, on Patient –> New Patient Signup , check the YES option next to Customized Signup Form. When option is set to “NO”, a standard sign-up form will be used.

To test how your new form works, after you have activated your form, on Patient –> New Patient Signup , click on the link next to label My Signup Link, continue as if you are a new patient who is making a signup. Review and answer the form you designed and make the submission. You will receive emails (as patient and as scheduler owner) with the form attached.

IMPORTANT NOTE: For data security, our system will remove the form as soon as you approve or reject a new patient signup.

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