Completing a form before sending to a client
Open the client card and navigate to Medical > Forms
Click 'View Forms' and select the form you wish to complete from the dropdown
Select the 'Complete Form' button
Fill in the contents of the form and save
In Forms, select the form you want to send
Click on the 'Options' button and select 'Email to client'
You can choose to cc in a contact, use a template, edit subject and customise the email body
Send to client
Sending a form to a client
Watch this video for a step by step tutorial - https://vimeo.com/1129191730?share=copy&fl=sv&fe=ci#t=120
Open the client card and navigate to Medical > Forms
Click 'View Forms' and select the form you wish to send from the dropdown
Select 'Email'
You can choose to cc in a contact, use a template, edit subject and customise the email body
Send to client
Top Tips
This guide shows you how to create Email Templates
When creating a new form, make sure to tick 'Allow send by email'.