How To: Assign a patient form

How To: Assign a patient form

Once you have created your digital Patient Forms, you can send them to your patients as needed. Online patient forms are a great way to collect the information you need from your patients before their appointment, so they don’t have to fill out paperwork in your waiting room.


To send a form to a specific patient:

  1. In the top navigation menu, click the Quick Text button.

  2. Select the Form Request icon.

  3. Fill out the Patient Name, Patient Number, and Email fields.
    If your EHR is integrated with your Adit platform, a dropdown menu will appear allowing you to select the patient from your existing patient list.

  4. Select the forms you want to send to the patient. You can send up to 5 at one time.

  5. The message text will auto populate, but you can make any necessary changes to the text.

  6. Click the Send button.

Note: This can also be done with Engage’s Quick Text, click here to learn more.

Forms requested from a specific patient will appear in the Requested forms tab within the Patient Forms dashboard until they are submitted, when they will appear on the Submitted tab.


You can also add a link to your forms to a convenient location such as your website or a tablet in your office.


To share a self-submission form link:

  1. Navigate to the Patient Forms module.

  2. In the top navigation menu, click Form Builder.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

  3. Locate the form you would like to link.

  4. Click on the Copy Link icon to the right of the form.

  5. Paste the link wherever it is needed.

Forms submitted through this link will appear in the Submitted forms tab within the Patient Forms dashboard.


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