If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.
If the dynamic term [Online Form Link] is not converted into a clickable link in your email, you may have clicked to send a regular email instead of an intake form.
From the patient's profile, ensure you are sending the intake form using the intake form icon.
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Click Settings > General.
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Under the section Patient Access, next to Patient intake form, click the
pencil icon. (Note: Make sure you are clicking in the Patient Access section - not the Template Settings section.)
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In the pop-up, under Online Booking, for Default intake form, select the intake form template to send automatically for online bookings.
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Click Save.
Whenever a patient completes an online booking, the default intake form is provided through a button in the booking confirmation page or through a link in the booking confirmation email.
Note
The default intake form applies to all online bookings except for fees and appointments that have their own assigned intake form templates.
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Click Settings > General.
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Under the section Patient Access, next to Patient intake form, click the
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In the pop-up, under Online Bookings, set Separate intake form email to Enabled.
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In the additional fields that appear, configure the following:
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Communication template: Select the email template to use, which will contain the intake form link. (Note: The template you select must contain the dynamic term [Online Form Link] which displays in the email as the clickable link to the intake form.)
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Send form: Select when you want to send this intake form email.
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Intake form link label (optional): Enter your custom text on how you want the intake form link to appear in emails.
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Click Save.
Whenever a patient completes an online booking, they receive an individual email with the intake form link according to the settings you selected.
The fee booked by the patient may be linked to an appointment type that has its own assigned intake form.
In Halaxy, appointment type settings always override fee settings. If a patient books a fee that is linked to an appointment type with its own assigned intake form, the patient is sent the appointment type's intake form, not the fee's. If you want the fee's intake form to apply, you can either remove the appointment type's assigned intake form or unlink the fee in the appointment type's settings.
By default, the link to your intake form displays as "Click here to fill out our online intake form". You can customise this text by following the steps below:
First, you need to assign an intake form to the fee, then disable the group default intake form. To do this:
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Click Settings > General.
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Under the section Patient Access, next to Patient intake form, click the
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In the pop-up, under Online Booking, configure the following settings:
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Automatic intake forms: Select Enabled.
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Default intake form template: Select Do not send an intake form.
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Click Save.
An intake form is only automatically sent for patients who make an online booking for the specified fee. You can also configure this same process for appointment types.
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