Automatically email patients PDF copies of their completed forms

If you’re using secure patient forms, you now have the option to automatically email your patients a copy of their completed form! :sparkles:

:point_up: Note: This setting is unticked by default. The information or data included in your patient forms may be sensitive in nature, so email copies may not be appropriate in all cases.


Email your patients a copy of their completed forms

The first thing you’ll need to do is update the form template. This can be done by heading to Settings, and then Patient form templates:

On the next page, select the form you want to work with, and then press Edit:

While in “edit” mode, tick the box under Email a copy to patient (next to "Patient will receive a copy of the completed form):

Save your changes, and make sure to repeat this process for any other forms that you want to automatically send copies of to your patients.

After the patient submits the form back to you, they will be emailed a PDF copy—you can see a record of this in their communications in their personal details. It will be logged as an email, with the title “Thank you for your submission”, and then include the title of the form:

A PDF of the form will be attached to that email for them.


This is an entirely optional setting, but will be handy if you’d like to make sure that your patients are also receiving a copy of the information that they’ve filled out and submitted back to you!

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