How To: Assign a patient form

How To: Assign a patient form

Adit's digital 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.

There are several ways to request a form from a patient within your Adit platform. For example:
  1. Automatically assign the form to the patient and include the link to the form in their appointment reminder message.
  2. Manually assign the form to the patient and send them a link to the form via text or email.
  3. Present the form on a tablet in your office for the patient to fill out digitally in person.
  4. Add a public link to a form to your website for patients to access on their own.
You can use as many of these options as you wish, or mix up the elements to find a combination that works best for your practice.

For more information on how to automatically assign forms to your patients, please see our article on How To: Automatically assign a patient form.

Manually assigning a form to an individual patient is quick and easy. You can do so from two locations within your Adit platform: Quick Text and the Patient Card. 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.

To manually assign a form to patient via Quick Text:
  1. In the top navigation menu, click the Quick Text button.
  2. Select the Form Request icon.
  3. Type in the patient's name.
    If your PMS is integrated with your Adit platform, a dropdown menu will appear allowing you to select the patient from your existing patient list. If your PMS is not integrated, you can fill in the Phone and Email fields manually.
  4. In the Method dropdown, select how you would like to send the form link to this patient:
    1. Send Text/Email: sends both a text and an email if both phone number and email are present.
    2. Send Text: sends only a text, as long as there is a phone number present.
    3. Send Email: sends only an email, as long as there is an email address present.
    4. Push to Device: pushes the form to the Adit Forms app for the patient to fill out in person.
    5. Assign without Notifying: assigns the form to the patient but does not send them a link at this time.
  5. Click Next.
  6. Click the Assign New Form button.
  7. Select the forms you want to assign to this patient and click Save.
  8. If the Method you chose includes a text or email, the message text will display in the bottom half of the window.
  9. Click the Send or Assign button.
Note: This can also be done with Engage’s Quick Text, click here to learn more.


Another useful way to allow patients to fill out forms is to add a public form link to your website. This allows patients to go to your website to fill in the form without your team requesting the form from each specific patient, but it also does not allow you to see those requests in the Patient Forms dashboard. Only when a patient submits the form will it appear in the Patient Forms dashboard, under Submitted.

To share a public form link:
  1. Navigate to the Patient Forms module.
  2. In the top navigation menu, click Forms Manager. 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. Scroll all the way to the right of the screen, to the Options column.
  5. Click the Copy Link icon. 
  6. Provide the link to your website developer to embed on your site.

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