Scheduled Forms

Zentake makes it easy to schedule forms for your patients to complete at regular intervals.

For instance, you might want your patient, Tony, to complete an assessment once a week for four weeks to track treatment progress. Instead of manually sending the form each week, you can set up a "Scheduled Form" sequence to automatically send the form every week for four weeks.

Here's how to do it:

1. Navigate to the client's account.
2. Click "Scheduled Forms"
3. Select "Create Schedule"
4. Chose which form or packet to send
5. The interval you want the form to send
6. and how many times you want the form to be sent.

Once the "Scheduled Form" is started the first form will send.

If you have any questions or need assistance, please send us a message and we'll be happy to help!