Adding Forms & Assessments to Bookable Services

Automatically send Forms and Assessments to patients when an appointment is booked 📅 or attended ✅ to save time and ensure patients have access to your desired Forms and Assessments at the most optimal time.

🔧 Where to Set This Up

1. Head to Team Calendars → Booking Management → Bookable Services.

2. Click + Service or select an existing service to edit.

3. Scroll to:

   • Send Forms When This Service is Booked

   • Send Assessments When This Service is Booked

   • Send Forms When This Service is Attended

   • Send Assessments When This Service is Attended

4. User the drop-downs to attach Forms and Assessments as desired.

⚙️ How It Works

📅 When the Appointment is Booked

• Any selected Forms or Assessments will be automatically sent to the patient as soon as the appointment is booked.

• Example: Send a Patient Registration Form or a CORE-10 assessment ahead of the session.

✅ When the Appointment is Marked as Attended

• Forms and Assessments here will only be triggered once the appointment status is changed to Attended.

• Example: Automatically send an Intake Form or a follow-up Outcome Measure after the session.

💡 Handy Tips

• You can attach multiple items to each trigger.

• Only active forms and assessments will appear in the dropdown lists.

• This feature helps automate your workflow and ensures the right Forms and Assessments get to your patients at the right time 💼✨