Sent intake forms

Under Settings → Templates → Sent forms you see every intake form your practice has sent to owners – whether automatically for an appointment or manually from the patient record.

What you see

For each form: status, recipient and animal, form, date sent and deadline. The statuses:

• Pending – sent, not yet filled out
• Reminded – still open, a reminder has been sent (with date)
• Filled out – with the date it was completed
• Expired – deadline passed or revoked by you

Use the filters at the top to show a single status.

Actions

Via ⋯ on a form:

1. Remind now – sends a reminder by email right away (and by SMS if SMS is enabled for your practice). Works even if the automatic reminder has already gone out.
2. Extend deadline – pick a new date; the link stays valid until the end of that day. An expired or revoked form is reopened.
3. Revoke – the link stops working immediately and no more reminders are sent.

Note

If the form belongs to an appointment, TheraTap may create a new link with the next appointment email.

In the activity feed

On contacts and animals, Activities also lists the steps of an intake form: requested, reminded and filled out – including forms sent before this feature existed.