Automating medical forms saves time on paperwork, enabling more client-focused interactions, while also providing clients the flexibility to complete necessary forms at their convenience.
Step 1: Access Medical Form Templates
Log into your Pabau account and navigate to Setup, then click on "Medical Form Templates" under Clinical.
Step 2: Open the Desired Medical Form
Identify the medical form you wish the client to complete before their appointment. Click to open the form for editing.
Step 3: Configure Form Settings
In the "General" tab situated in the top left corner of the medical form editing interface, select the services for which this form should be completed. Toggle the "Request to be completed prior to appointment" option.
Step 4: Configure Client Notifications
Next, navigate to Client Notifications by going back to Setup. Under "Marketing & Communication," find and click on "Communications", then on Client Notifications.
After you open Client Notifications, locate and open both the "New appointment is booked" and "Upcoming appointment reminder" email templates.
Ensure that the "Add complete form button" option is ticked in both the appointment confirmation and reminder email templates. You should see the "Complete Forms" button in the email preview.
By completing these steps, whenever an appointment is booked manually or online, they will receive the confirmation email. Within this email, clicking the "Complete Forms" button will redirect them to Pabau Connect. Here, clients can fill out any forms linked to the service they booked, streamlining the pre-appointment information collection process.
NOTE: For more ways to share medical forms, read this article.
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.