How to send a reminder for incomplete forms

Keeping track of incomplete form submissions is crucial for ensuring a smooth workflow. Zentake makes it easy to send reminders manually or automatically. Here's how:

Send a Manual Reminder

Follow these steps to manually remind patients to complete their forms:

• Step 1: Log in to your Zentake dashboard.
• Step 2: Under the "Pending Items" section, locate the form with the incomplete submission.
• Step 3: Click the arrow to the right of the form to open the options.
• Step 4: Choose to send a reminder via text or email.

This allows you to follow up on specific incomplete forms whenever needed.

Automate Incomplete Form Reminders

If you'd rather automate the process, Zentake has a simple setup to automatically remind users when forms remain incomplete:

• Step 1: Navigate to the Settings section of your Zentake dashboard.
• Step 2: Scroll down to the Form Reminders section.
• Step 3: Set the number of days after which an automatic reminder should be sent if the form is not completed.

Pro Tip:

Use both manual and automated reminders together to maximize form completion rates, combining personalized follow-ups with consistent automated messaging.

For more help, contact our support team or visit our Help Center.