Sending medical forms directly from the client card is a straightforward process. Follow these steps to request and collect medical information.
Step 1: Locate the Client
Begin by searching for the client you wish to send a medical form. Utilize the search bar located at the top of the screen for quick access.
Step 2: Access Email Communication
Once you've located the client, click on the blue plus sign button in the bottom right corner of the client card. From the menu that appears, choose "Communication" and then select "Email." Note that this option is available only for clients for whom you have an email address.
Step 3: Compose Email with Form Link
In the email writing interface, add a subject and any relevant text. To include a link to a medical form, click on the tag icon in the toolbar.
Click on "Forms" and select the specific medical form you want to include in your email.
In the email, you can also add additional merge tags, such as client name, appointment details, and business details such as name, location, and photo number.
Step 4: Generate Merge Tag
The selected form will generate a merge tag in the body of the text. When the client receives the email, they will see a link that redirects them to Pabau Connect.
Once logged into their account, clients can view and fill out the medical form as necessary.
Final Result:
By following these steps, you can request and gather essential medical information from clients by sending medical forms directly from the client card. This process enhances communication and ensures that clients can conveniently complete forms through Pabau Connect.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Medical Forms article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.