Emailing Consent Forms before the Appointment
VetlinkPRO doesn't have a specific built in function to email a consent form from the appointment. Although it is something we will investigate to add in the future.
Currently we just have a printed version and and e-form which you can send to a tablet for the client to sign. With the e-form the signed copy also automatically gets saved back to VetlinkPro as well.
If you would still lime to email the best alternative would be to;
- Create the consent in options -> Picklists -> Animal -> Letter Templates (RTF)
- Then to email before appointment go to the animal document manager -> click + button and add new letter -> choose the consent form template you need
- Edit the consent form as needed and save
- Right click on the consent form in the document manager list and then choose email letter as attachment
- It would be emailed as a PDF which client would need a pdf editor to fill in, or they would need to print off.
- Any completed forms emailed back would just come back to your clinic inbox.
- We also have a polling folder that can be configured to attachment documents emailed back as well if required.