Guarantor Access: If an adult marked as the guarantor or responsible party uses their link to access the form submission portal, they can view both their own forms and those for their minor dependents.

Minor’s Link: If an adult uses a minor's link to access the form portal, they will see forms for that minor and any additional minors in the family.

New Setting: A new setting, "Allow copy from family members," enables fields to be copied from one family member's form to another.

Copy Form Button: Patients can use the "Copy Form" button to copy values from a family member's form. This button appears only if other family members have already submitted their forms and if a similar form has been completed in the same session.

Adding Family Members: When filling out new patient forms through the public package link, patients can add multiple family members.

Password Hint: If login fails on the form submission portal, a password hint will show the first 2 characters of the patient's first name followed by three asterisks (e.g., "Jo***").

Existing Patient Form Campaign: In form settings, you can now adjust the number of days before an appointment that form messages are sent to existing patients, allowing them ample time to complete the forms.

New and Existing Patient Forms Campaign: You can filter automatic form campaigns using additional filters such as Tags, Ops, and Scheduled Services.

Huddle and Schedule: A new icon will show pending forms on the Huddle and Schedule views.

Send Email: After a patient completes their forms, you can email them any completed treatment plans and consent forms upon request. An email icon will appear next to the patient's completed form.

Action Needed Notification: Under the Activity section on your PbN page, you'll receive a notification if the pending forms invite message cannot be sent. The notification will include the patient's name and the reason for the failure.