Digital Forms in CareCru make it easy to collect patient information before their appointment. You can send forms quickly via text message, email, or by sharing a direct link.
📝 Before You Start
CareCru includes a library of standard digital forms (such as Medical History, New Patient Intake, Consent forms, and more). These forms are ready to use and cannot be customized unless your practice is on an Enterprise plan.
📲 Option 1: Send a Form via Text Message (SMS)
- Go to Chat in CareCru
- Search for the patient you want to send a form to
- Click the 📄 form icon in the message bar
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Select the form you want to send
- The form link will automatically be added to your message
- Send the message to your patient
👉 The patient will receive a link they can open on their phone to complete the form.
📧 Option 2: Send a Form via Email or Other Channels
- Go to Account Settings > Forms
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Find the form you want to send
- Click the Link / Copy to Clipboard button
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The button will change to Copied!
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Paste the link into:
- Website button
- Tablet browser at the clinic
- Any other communication channel
👉 When patients click the link, they’ll be taken directly to the digital form to complete.
💡 Helpful Tips
- You can send forms ahead of appointments to save time at check-in
- Patients can complete forms from any device (phone, tablet, or computer)
- Forms automatically save into CareCru and your Practice Management Software for easy access
- You can also use QR codes (if enabled) for in-office tablet completion
📂 After Patients Submit Forms
Once completed:
- Forms are stored in CareCru under Forms Submissions
- You can review, download, and attach them to patient records
- Some systems may automatically sync forms into your practice management software
🚨 Important Notes
- Standard forms cannot be edited unless your account allows customization
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If you need a new form or changes, you can submit a request to CareCru Support
👉🏻How to request edits to existing Forms, or request new Forms