Can I attach intake forms or clinical templates to campaigns?


Yes, you can attach patient intake forms and clinical tool templates to email campaigns (but not SMS/text campaigns). You will need to include the dynamic term [Online Form Link] in your communication template; this will expand into a secure link that patients can click to complete the intake form or templates you attach.

For instructions on how to attach an intake form or clinical template to a campaign, see Setting a report as a campaign.

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