Sending Packets

After creating a packet, follow the steps below to send the packet to a patient:

  1. Go to Setup.
  2. Click Patients.
  3. Locate the patient and click View.
  4. Click the Forms & Packets tab.
  5. Click Add Packet.
  6. Select the packet and choose a deadline for this survey, if applicable. 
  7. Click Save.
  8. Click Send, and the patient will receive a request to complete the packet. 

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