In this article, you will learn how to set up and manage automated patient intake form delivery for scheduled appointments.
1. Enable Texting Automation
- Navigate to Organization Settings > Communications.
- Scroll down to Texting Automation.
- Toggle the automation on.
Scheduled intake messages are sent approximately 24 hours before the appointment.
❗ Important Note: Patients will not receive an intake text if: the appointment type has no linked intake form; the patient completed an intake within the last 90 days; or the patient has opted out of texting.
2. Link Intake Forms to Appointment Types
- Navigate to Appointments > Settings.
- Review the table to confirm linked intake forms are displayed.
- To modify an appointment event type:
- Select the ⋯ menu next to the appointment type.
- Select Edit Event.
- Choose the appropriate intake form for the appointment type.
- Select Update Event Type.
3. Handle Cancellations and Rescheduling
- If an appointment is canceled, the scheduled intake form message is automatically removed.
- If the appointment time changes, the scheduled intake is removed unless the new time is more than 24 hours away.
4. Remove Scheduled Intake Messages Manually
- Navigate to Communications > Scheduled to find the message.
- Select the ⋯ menu and select Remove.
- Alternatively, navigate to the patient's Patient Profile, open their messages, locate the scheduled intake message, and select Remove.
Link to video: Automated Patient Intake Form Delivery
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.