In Practice by Numbers (PbN), you can manually send both general forms (e.g., health histories or insurance updates) and consent forms (e.g., surgical or financial agreements) to patients at any time.

Manual sending is especially helpful when:

A patient hasn’t received forms automatically
Additional paperwork is needed on short notice
Specific consent is required for treatment or compliance

You can send forms and consents through two areas of the system:

Communication Center – Ideal for quick, real-time messages and form delivery via SMS or email
Patient Information Window – Best for reviewing the patient’s history and managing forms in detail

Option 1: Sending Forms via the Communication Center

This is the fastest way to send a form or consent when you’re already messaging a patient or want to send it via SMS or email in real-time.

1. Access the Communication Center

From any page in PbN, look for the SMS chat bubble icon in the lower-left corner of the screen.
Click this icon to open the Communication Center, where you’ll see a list of recent conversations with patients.

2. Start a New Message or Select a Patient

If the patient isn’t listed, click the pencil icon (✏️) in the top-right corner of the Communication Center to start a new message.
Use the search bar to type the patient’s name or phone number.
Once you find the correct patient, click their name to open their conversation thread.

3. Send a Form or Consent

Inside the conversation panel, click the “Send General / Consent Form” button in the bottom-right corner.

A form selection window will pop up. From here, you can:
- View any pending forms that haven’t been completed.
- Select one or more general or consent forms to send.
- Add any relevant Custom Tag details (for consent forms, more on that below).
- Choose the delivery method — SMS or email.

Click Send once everything is filled out.

Option 2: Sending Forms via the Patient Information Window

This method is great for reviewing a patient’s entire profile, checking past form completions, and managing forms more comprehensively.

1. Search for the Patient

Use the search bar at the top right of the PbN platform.
Type the patient’s full name, phone number, or chart ID.
Click the patient’s name to open their Patient Information Window.

Step 2: Open the Forms Tab

Navigate to the Forms tab (may appear as just “Forms”).
Click it to open the form management pop-up.

You’ll see:

Pending forms
Recommended forms based on visit type
A list of forms you can manually add or remove

3. Choose and Send a Form or Consent

Select the forms or consents you want to send.
Deselect any that aren’t relevant.
Complete any Custom Tags required for consent forms (see next section).
Choose SMS or email as the delivery method.
Click Send to deliver the forms.

Custom Tags in Consent Forms

Consent forms often include Custom Tags—special fields that require input before the form can be sent. These tags make sure the consent is specific to the patient’s procedure or treatment.