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
- Load Dashboard
- Click "Send Form to Client"
![Screenshot 2022-02-09 at 17.25.56](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce8dbc352a431aa435_Screenshot%25202022-02-09%2520at%252017.25.56.png)
3. Click "Intake Form" drop-down and select your form
![Screenshot 2022-02-09 at 17.30.58](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce964b878ca585a320_Screenshot%25202022-02-09%2520at%252017.30.58.png)
4. Click the "Name" Field and enter patient's name
![Screenshot 2022-02-09 at 17.33.27](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce962ed73cef2d317f_Screenshot%25202022-02-09%2520at%252017.33.27.png)
5. Click "Email" Field and enter patient's contact details
![Untitled](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce8fe63b604d6d835e_Untitled.jpeg)
6. Click "Send Form"
How to Send Forms to Patients Using the Form Templates Library
![Screenshot 2022-02-09 at 18.01.44](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce3779ca3ae99f2a94_Screenshot%25202022-02-09%2520at%252018.01.44.png)
1. Go to Dashboard and click "Manage Templates"
![Screenshot 2022-02-09 at 18.08.46](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793ce1d771a9f2aba2ecc_Screenshot%25202022-02-09%2520at%252018.08.46.png)
2. Select Form Click the ("...") icon
![Screenshot 2022-02-09 at 18.11.05](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793cf97515a17bf453a0a_Screenshot%25202022-02-09%2520at%252018.11.05.png)
3. Click "Send to Client" From drop-down
![Screenshot 2022-02-09 at 18.14.57](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793cfc66266f5c39cf0ef_Screenshot%25202022-02-09%2520at%252018.14.57.png)
4. Click "Name" and "Email" Fields. Write client's details.
![Screenshot 2022-02-09 at 18.12.57](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/637793cf0aeae21d790d018b_Screenshot%25202022-02-09%2520at%252018.12.57.png)