Quickly send patients multiple surveys, forms, and consent forms at one time by creating packets.
To create a packet, follow the steps below:
- Go to Setup.
- Click Packets.
- Click Add Packet.
- Enter a Packet Name.
- Optional: Enter instructions for this packet that will be visible to the patient.
- Click Save.
- Click the Elements tab.
- Add forms, surveys, consent forms, and attachment requests. Click Save.
To learn how to send the packet, visit: Sending Packets