Creating Packets

Quickly send patients multiple surveys, forms, and consent forms at one time by creating packets.

To create a packet, follow the steps below:

  1. Go to Setup.
  2. Click Packets.
  3. Click Add Packet.
  4. Enter a Packet Name.
  5. Optional: Enter instructions for this packet that will be visible to the patient.
  6. Click Save.
  7. Click the Elements tab.
  8. Add forms, surveys, consent forms, and attachment requests. Click Save.

To learn how to send the packet, visit: Sending Packets

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