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How to Send a Form to a Patient

cloud documents

Use Doctible's Digital Forms

Send intake forms in two ways

  • Using Doctible's Dashboard
  • Using the Form Templates library
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Modernize Your Forms

Send by email or text

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Send Forms Securely

Your patient receives a Link + Code

digital forms

Improve Patient Experience

Patients fill out forms anywhere

  • From any device
  • At any time of day/night
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Learn How to Send Forms

Using Doctible's Digital Forms

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Send Forms to Patients

Step-by-step Instructions

Using Doctible's Dashboard

Screenshot 2022-02-09 at 17.52.16

1. | Load Dashboard

Click "Send Form to Client"

Screenshot 2022-02-09 at 17.25.56

2. | Click

"Intake Form" drop-down

Select your form

Screenshot 2022-02-09 at 17.30.58

3. | Click

"Name" Field

Enter patient's name

Screenshot 2022-02-09 at 17.33.27

4. | Click

"Email" Field

Enter patient's contact details

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5. | Click

"Send Form"

Send form to your patient

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Send Forms to Patients

Step-by-step Instructions

Using the Form Templates Library

Screenshot 2022-02-09 at 18.01.44

1. | Go to Dashboard

Click "Manage Templates"

Screenshot 2022-02-09 at 18.08.46

2. | Select Form

Click the ("...") icon

Screenshot 2022-02-09 at 18.11.05

3. | Click

"Send to Client"

From drop-down

Screenshot 2022-02-09 at 18.14.57

4. | Click

"Name" and "Email" Fields

Write client's details

Screenshot 2022-02-09 at 18.12.57

3. | Click

"Send Form"

Send form to your patient

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  • Voice Reminders
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  • Optometry
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  • Physical Therapy
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