Snapforms enables you to create and send out digital forms that your patients can fill out and once completed, will be automatically uploaded to their client files page.
After setting up your Snapforms account and enabling the add on, you can link the forms you create in Snapforms to coreplus, so that the client information entered on each form is pulled through into a new client file, or updates in an existing file.
📝 You will need to have an account setup with Snapforms in order to link with coreplus, as well as a form already created.
Integrating your form to coreplus
1. Within Snapforms, access the Form Settings page, then Integrations & tick coreplus
2. Tick the relevant fields and adjust the Field mapping to match the Form & coreplus fields
3. Then click Save.
The list of coreplus fields that can be linked:
Linking your form to coreplus reminders
1. Now that your form is created and integrated, access the Form Publishing page and retrieve your form link.
2. Include the form link into either your Appointment reminder template or email signature.
🚀 Did you know that just like Snapforms, our Patient Plus add-on offers digital forms but with fully customiseable fields along with many other added benifits? Please, find out more about it here: Patient Plus
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!