Working with Forms
Forms in DaySmart Vet are used to collect information directly from a client. This can be used for Consent/Waivers, New Patient Intake, Surveys and more. Forms can be sent to a client via email or text. Form templates are managed in your Settings module.
To create a form template:
Click on "Settings"
Click on "Templates" and select "New Template"
Complete the form that appears (make sure to select "form" as the type) and click save. You will be redirected to a blank form template.
Drag elements from the left side panel to add it to your form. Once you have added the element you can configure it by typing in your questions/answer options/etc.
Further format the element with the options in the panel to the right of your template. Here you can Make an item required for example.
Once you have completed your form template, be sure to hit the "Save" icon in the upper right!
Make sure to click the three dots at the bottom of the left panel to see all options for form elements, including the signature field.
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You can also duplicate an existing form if you need to make a similar form with slight changes! To do this, go to Settings > Templates > View Forms. Here you can click "Duplicate" at the far right, then rename and click Save. |
To edit an existing form template:
Click on Settings
Click on "Templates" and select "View Forms"
Click on the name of the applicable template
Make the desired changes
Be sure to click the "Save" icon when you have completed desire changes.
To send a form during Check In
Navigate to the applicable appointment on the schedule and click to bring up appointment details
Click on "Check-In"
In the "Send Form" field, select the form(s) you wish to have the client complete. If you have set up default check in forms on the appointment type, verify that the proper forms are selected and change if needed.
Select the desired delivery method, Email or SMS (Text) and validate that the 'To:' field has the proper email or phone number. If the contact information is not correct, you can update here, and select the 'Update client contact information' check box, which will automatically update the information on the client profile as well.
Complete remaining check in fields, and select "Save"
Form(s) will be added to the clients profile, and will be sent via selected delivery method.
Clicking on the appointment to view details will now show the status of the forms sent during the check-in process. An envelope/arrow icon for sent/pending submission, and a green checkmark for submitted.
For more information about setting up default Check-In Forms, see Managing Appointment Types |
You can also send default forms associated with specific appointment types before the appointment using pre-visit confirmation. |
Clients with no mobile or email address on file will default to "Do not send form". You can select a delivery method and then add the appropriate email or mobile phone number at this point, and the client profile will be updated accordingly. |
To learn more about the SMS/Texting Add-On, See SMS-Messaging Two Way |
To Send a Form directly from a patient or client profile:
Navigate to the applicable patient or client profile
Click on "Documents" and select "New Form"
Complete the form that appears
Click "Save"
Click "Export" and select the delivery method (Email or SMS) you would like to use. The client will need to have a valid email or mobile number on their profile.
If desired edit the message
Click "Send"
To view Form results:
Navigate to the applicable patient or client profile
Click on "Documents" and select "View Forms"
All forms for the selected client or pateint will show here. You can see if a form has been sent to the client, and also if it has been submitted.
If the client has submitted their response, you can view them by simply clicking the name of the form
If needed, you can print the form by selecting Export > Print Form at the upper left of your screen.