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How to manually send forms to clients

Guide

  1. Go to Clients, then select the client
  2. Click Forms, then New Form
  3. Select the forms, then click Email Forms

Notes

  • Most of the time, you won't need to send forms manually
  • See the How to automatically send forms to clients in ClinicSense guide for more details

Video


Related

  • How to automatically send forms to clients in ClinicSense
  • How to immediately fill out forms for clients in ClinicSense
  • How to resend appointment times and forms in ClinicSense

Articles in this section

  • How to immediately fill out forms for clients
  • How to automatically send forms to clients
  • How to manually send forms to clients
  • How to create new intake form templates
  • View, print, download, or email filled forms
  • How to attach forms to treatment notes
  • Sensitive Area Consents for Canadian practices
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