How do I send Online Forms to patients?
You can send forms either manually or automatically. See below for both options:
How do I send forms manually?
You can manually send forms to patients in two ways:
From the Forms tab within the Patient Overview, navigate to the patient's profile and open the Forms tab. From there, choose the desired form(s), and select the patient’s preferred communication method (email or SMS).
From the SMS tab: While messaging a patient in the SMS tab, click the form icon below the conversation window to select and send a form.
You can find additional information here: How to send the forms manually
How do I automate form messaging?
You can automate form delivery through the Forms settings in Practice by Numbers. Simply set a frequency (e.g., once, every 12 months) for each form and activate automated messaging for new and upcoming appointments. You can also exclude patients based on services, tags, or chairs, and convert consent forms to regular forms for automation if needed.
You can find additional information here: How to automate the forms messaging
How do I connect a tablet device to use with forms?
To use a tablet for in-office forms, go to the Forms page in PbN, click Tablets, and select Add a new tablet. Enter a device name to receive a PIN. On the tablet, visit app.practicenumbers.com/forms and enter the PIN, or use the PbN Kiosk App and scan the QR code.
You can find additional information here: How to connect a tablet to PbN
Can consent forms be sent out automatically?
In most states, consent forms must be signed in the presence of a doctor, and therefore cannot be sent automatically. These forms are intended for in-office use and should be completed at the time of the patient visit.
Will completed forms write back to my practice management system (PMS)?
Yes! Completed forms are written back to your PMS, and you can configure where this information is saved in your settings.
Additionally, medical alerts—such as medications, allergies, or health conditions—can also be written back to the patient’s chart. To enable this, ensure the relevant fields are mapped correctly under Forms > Lists.
Can I customize the Online Forms and Consent Forms?
Yes! You can fully customize:
Online Forms: Edit existing questions, add new ones, or create entirely new forms tailored to your practice.
Consent Forms: Modify text, customize form triggers based on procedures, and manage how and when consents are recommended to patients.