--- title: Sending & Viewing Forms description: Sending & Viewing Forms --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/sending-viewing-forms#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) # Sending & Viewing Forms Forms 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. *To build and manage Forms, see Creating a Form and Form Management. This article covers sending Forms to patients and viewing their responses.* --- ### 💡 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. #### ✉️ 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, and set the start date/time and frequency - Define how many times to repeat (for example, weekly or monthly) - Add an optional message and click **Save** Ideal for automated post-session feedback or periodic check-ins. --- ### ⚙️ Automated Form Delivery Wellifiy also supports automated form workflows built 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 **Booking Management → Bookable Services**. #### 👥 Attach Forms to Group Programs You can attach forms directly to a **Group Program**, which sends them 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**. #### 🛤️ Attach Forms to a Patient Journey You can send a Form when a patient reaches a particular **Stage** of a **Patient Journey**: 1. Go to **Patient Journeys** and open the Journey. 2. On the **Stages** tab, open the **•••** menu on the Stage and choose **Manage Automation**. 3. In the **Forms** section, click **+ Form**. 4. In the **Add Forms** dialog, choose the Form (or Forms) under **Select Forms** and click **Save**. The patient receives the Form when they reach that Stage. The same screen also handles the Stage's To-Do Tasks, Pinned Notes, and Content. #### 🔁 Send Forms on Patient Activation To send a Form automatically when a patient is activated, go to **Administration → Automation**. Under **Activation Custom Forms**, click **+ New** and select the Form. Example uses: - Send a **General Intake Form** when a patient is onboarded - Collect a **consent** form as part of activation > ⚠️ **Watch for overlap.** A Form attached to a **Journey Stage** and a Form set as an **Activation Custom Form** are configured in different places. If a patient receives a Form you didn't expect, check both the Stage's automation and the Activation Custom Forms list. --- ### 📍 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 summary of the patient's responses. - **Overall Summary** — from the Forms tab, click **Overall Summary** to generate a broader view across multiple forms. This helps when reviewing patient progress over time (for example, comparing Intake to Follow-up). --- ### ✅ Tips - Forms do **not** produce scores, graphs, or calculated results. They're 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 **Published** forms appear when selecting options for manual or automated delivery. - To create a new Form, build it yourself in **Form Management** (see Creating a Form). Only **Assessments** (scored questionnaires) need to be set up by the Wellifiy team. - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,