Send Pre-appointment Forms to Patients

Sending pre-appointment forms is now hassle free and extremely easy with Secure-mail with just a click of a button!

Step 1: Refer Compose Messageto compose the Secure-Mail message to your patient.

Step 2: In the body of the Secure-Mail message, give detailed instructions to the patients on:

  1. How they should fill in the pre-appointment forms
  2. The manner in which you expect them back (send you back via secure mail or carry the hard copy when they visit the clinic.)
  • The date you would like to receive them

Below are 2 cases that assume that the patients are expected to email the Pre-appointment forms back to the clinic.

Case 1: If the form is an editable PDF document then the patient should:

  1. Download it on their system
  2. Fill in the form with accurate details and save it in a folder/location on their system
  3. Login to their Secure-Mail account.
  4. Compose a new message, or reply to the clinician’s message, attach the saved form from the correct folder/location and click send.

Case 2: If the form is not editable PDF document then patient should:

  1. Download it on their system and print it.
  2. Fill in the form in legible handwriting, scan it and save it in the desired folder/location on your system.
  3. Follow steps 3 & 4 from Case 1 above

Step 3: Send the Secure-Mail message from ‘Shared Account’ or ‘My Account’.

For patient’s convenience it is always better to send editable pre-appointment forms.

Please note that instructions mentioned in both these above cases are suggestive as recommended by Brightsquid and can be modified as per the processes followed in your practice.

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