Learn how to add Digital Forms onto Donna's Automated Workflows so you don't have to send them manually!
At times, you may have a need to have a specific automated workflow contain one of your digital form links. An example would be for your 1-day reminder, you want to have Donna request that your patient fill out a Patient Screening Form. Following the below process allows you to do this seamlessly!
In CareCru
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Go to Account Settings > Forms and click on the form Link located on the right
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Upon clicking the link, you'll see the label change from Copy to Clipboard to Copied!
- Go to Account Settings > Donna > Reminders
- Select the specific touchpoint(s) you want to add the form link into
- In the reminder settings window, scroll to the Preview and Edit section
- Select the communication channel(s) you want to update, and then paste the link onto your message and press Save.
SMS Example:
💡Be sure to also change the Family message from the template dropdown, if required.