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Sending & Viewing Forms

  • Forms are used to collect important patient information such as intake details, consents, policy acknowledgements, clinical background, and experience feedback (PREMs). Unlike Assessments (PROMs), Forms do not generate numerical scores, they collect qualitative input through fields like free-text, multiple choice, checkboxes, and ratings.

    💡 What You Can Do with Forms

    You can:

    📤 Send Forms to patients to complete
    ✍️ Fill in Forms on behalf of a patient
    📆 Schedule Forms to be sent automatically
    🤖 Generate AI summaries of individual or all completed forms
    👀 View all completed Forms in a patient's record

    📌 Forms Can Be Sent Manually or Automatically

    There are multiple ways to deliver Forms depending on your workflow needs:

    ✉️ Manual Send Options

    1. Request a Form

    • Click ➕ Request Form from the patient's Docs & Forms tab

    • Select one or more forms

    • (Optional) Add a message

    • Click Save

    📲 The patient will receive:

    • An email and push notification

    • A To-Do List item in the app and web portal

    • An automated reminder after 48 hours (if incomplete)

    • You can also manually resend a reminder via ••• → Send Reminder

    2. Fill In Form on Behalf of Patient

    • Click 🖊️ Fill In Form

    • Select the form

    • Complete the fields and submit

    👩‍⚕️ Great for intake sessions or when patients can’t access the platform directly.

    3. Schedule a Form

    • Click 📅 Schedule

    • Choose the form, set the start date/time and frequency

    • Define how many times to repeat (e.g., weekly, monthly)

    • Add an optional message and click Save

    📆 Perfect for automated post-session feedback or periodic check-ins.

    ⚙️ Automated Form Delivery via Bookable Services and Group Programs

    Wellifiy also supports automated form workflows built right into your service delivery:

    ✅ Attach Forms to Bookable Services

    You can configure any Bookable Service to automatically send forms:

    • When an Appointment is Booked

    • When an Appointment is Marked as Attended

    Example uses:

    • Send an Intake Form when a patient books a first appointment

    • Send a Service Feedback Form after a session is completed

    🛠 Set this up in:

    Team Calendars → Booking Management → Bookable Services

    👥 Attach Forms to Group Programs

    You can also attach forms directly to a Group Program, which will be sent to all enrolled patients.

    Example uses:

    • Collect pre-program screening information

    • Send a weekly reflection form after each session

    • Distribute post-program evaluation forms

    🛠 Set this up inside the Group Program setup screen

    📍 Where to Manage Forms

    Go to a patient's profile and open the Docs & Forms tab, then select the Forms sub-tab.

    Here you can:

    • View all previously sent and completed forms

    • Request or schedule new forms

    • Fill in forms directly

    • Access individual and overall AI summaries

    🤖 AI Summaries

    Wellifiy makes interpreting form responses easier:

    • Individual Summary: Open any completed form and click Summarise to generate an AI-powered summary of the patient’s responses.

    • Overall Summary: From the Forms tab, click Overall Summary to generate a broader view across multiple forms. This is helpful for reviewing patient progress over time (e.g., comparing Intake to Follow-up).

    ✅ Tips

    • Forms do not produce scores, graphs, or calculated results — they are designed for qualitative data collection.

    • Forms support clinical, administrative, and operational workflows.

    • All completed forms are stored as part of the patient’s permanent record.

    • Only active forms will appear when selecting options for manual or automated delivery.

    • To add a new Form to your organisation’s portal, please email support@wellifiy.com.