How to Use the "Scheduled Forms" Feature
Scheduled Forms in Zentake lets you automatically send forms to your clients at specified intervals. This feature is ideal for send recurring forms, Such as Mental Health Assessments (PHQ-9, GAD-7, AUDIT), Pain Assessment Scales (VAS, NRS), Cognitive Function Tests (MMSE), Functional Assessments, Diabetes Risk Assessments, Sleep Quality Assessments Exercise Logs etc.
Creating a Scheduled Form Interval
- Navigate to the "Client Account" and open the form template you'd like to use.
- Click the "Scheduled Forms" Tab and click "Create"
- Choose the Form or Packet you wish to send.
- The Patient's email should already be pre-populated if it is saved in their demographics.
- Choose the interval you want the form to be sent.
- Lastly choose how many times the form should be sent.
Example: If you choose to send 1 every week and that the forms should be sent 7 times.
The Form will be sent automatically once a week for seven weeks.
(The first form is send immediately upon creation of the Scheduled Form Interval)
If you do not see the scheduled form tab on the client account page reach out to support@zentake.com