Add Your Custom Forms To Confirmations & Reminders (Atlas)

To include custom form links in your confirmation and reminder emails follow these easy steps...

Navigate to the Appointment types menu by clicking Settings, followed by Appointment Types.

Select the appointment type that you wish to include the link to the custom forms by clicking the blue edit button.

You will then see the edit screen for your chosen appointment type. using the tabs below the appointment name, select Confirmations & Reminders. You will then see the below screen

To add the custom form link, you will need to tick the boxes for the type of confirmations you wish to send (SMS and/or email). Clicking the tick box will then open up where you can enter the detail of the message you send. Underneath the copy box, you will see the "+ Add Custom Form Link". Select the form you wish to use. The link to the form will then appear in the copy text. This process is identical, whether sending a confirmation SMS or email or sending a reminder SMS or email.

Please note: 

Do not use any third party service to shorten the custom form link placed into your confirmation or reminder. Doing so will mean you are not allowing for PracticeHub to generate a unique, safe and secure URL for each patient who completes the form. This would be classed as a "data breach" in terms of data compliance.

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