Quickly send patients any paperwork or consent forms in Prospyr, even if they don't have an appointment scheduled. This keeps your onboarding process flexible and efficient.
Step 1: Navigate to the patient's profile.
Step 2: Click Action.
Step 3: Select Send Paperwork.
Step 4: From the list of available consents and forms, select all the documents you want to send.
Step 5: For example, choose the Membership Agreement or any other required forms.
Step 6: Click Send.
The patient gets a notification with a link to their portal via text and email. They'll be able to review and complete the paperwork easily.
Step 7: To track the request, visit the patient's Activity Log.
Step 8: Look for the recent paperwork request in the log.
That paperwork link stays active for 24 hours. If the patient doesn’t complete the forms in time, just hit the Resend button next to the request to send the paperwork again.
Sending paperwork without needing an appointment streamlines patient onboarding and ensures everyone gets the forms they need, right when they need them.