This article assumes you are familiar with and using the Forms features in PracSuite. Click here to learn more.
PracSuite can automatically send an email when a form is submitted online.
Emails can be sent to:
The patient who completed the form
A contact listed within the form
A custom address, such as your clinic’s main email
You can also choose to include a PDF copy of the completed form as an attachment, including options to hide or show confidential responses.
This feature is ideal for clinics that want to:
Notify practice staff when a form has been submitted
Send confirmation emails back to patients, outlining next steps
Prompt patients or contacts to complete additional forms as part of your intake or treatment workflow
Continue reading to learn how to set up this feature.
How to Set Up Email Notifications for Submitted Forms
Select the form template you want to enable email functionality for
Open the Form Automations tab
Enable Send email when form is submitted
Click Add to configure who should receive the email
You can configure the following options:
Send to
Choose who should receive the email. You can select from:
Patient – Sends the email to the address entered in the Patient Contact Details section of the form.
If this element isn’t present, the email address on the patient’s file is used instead.
If there’s no patient email and the form was submitted via the public form link (not linked to a patient), no email will be sent.
Contact – If your form template includes a Patient Contact element, you can choose from those contacts. You can add a Patient Contact element to you from from Add to Form > Patient File Fields > Contact Details as shown below:
Custom – Allows you to enter a fixed email address. This is ideal for sending alerts to a clinic or office email address.
Email Template
Choose the email template that you want to be sent automatically to the recipient(s).
Attach PDF
Choose whether to attach a PDF of the completed form to the email. You can choose the following options.
Do not attach
Attach, showing confidential answers
Attach, hiding confidential answers
Business Header on PDF
Choose whether to include your business header on the PDF. You can choose the following options:
Fixed - Always uses the selected business header on the PDF.
Dynamic - When enabled, PracSuite will dynamically select the business header based on the appointment associated with the form. If there is no appointment associated with the form, or the form is completed from the generic public URL, the fallback business header will be used instead.
Select Save to finalise your changes.