Adding forms to appointment email
To add custom form(s) to automatic appointment emails, you'll need to do two things:
- Publish a Form Bundle
- Link to this Form Bundle in your desired appointment type
To publish a Form Bundle:
Navigate to Settings -- Forms, and click on "Publish Bundle." Title your Form Bundle, and add as many forms as you'd like to this bundle. Once you click Save, you'll be able to see your newly-published Form Bundle under Published Form Bundles. Either highlight + copy the link, or click the button next to the link to copy.
To link this Form Bundle in your desired appointment type:
Once you've copied the link to your Form Bundle, navigate to Settings -- Appointment Types. You'll either create a new Appointment Type, or click into an existing appointment type to edit. Scroll to Custom Patient Email, add the link to your Form Bundle, and click Save.
In the GIF below, you can see that the "Medical history form" bundle has been added to an appointment type titled "Initial Visit."
Please note: at this time, custom emails are only sent for self-scheduled appointments (and not appointments that providers manually create in their calendar). We will be releasing an update to this in the coming months.