How to Send a Form to a Patient

Use Doctible's Digital Forms

Send intake forms in two ways

  • Using Doctible's Dashboard
  • Using the Form Templates library

Modernize Your Forms

  • Send by email or text
  • Send Forms Securely
  • Your patient receives a Link + Code
  • Improve Patient Experience

Patients fill out forms anywhere

  • From any device
  • At any time of day/night

Learn How to Send Forms: Using Doctible's Digital Forms

How to send Forms to Patients Using Doctible's Dashboard

  1. Load Dashboard
  2. Click "Send Form to Client"
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3. Click "Intake Form" drop-down and select your form

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4. Click the "Name" Field and enter patient's name

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5. Click "Email" Field and enter patient's contact details


6. Click "Send Form"

How to Send Forms to Patients Using the Form Templates Library

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1. Go to Dashboard and click "Manage Templates"

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2. Select Form Click the ("...") icon

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3.  Click "Send to Client" From drop-down

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4.  Click "Name" and "Email" Fields. Write client's details.

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