How does the Public URL feature work?

The Public URL feature lets you create a shareable link to a specific form or packet in Zentake.

You can post this link on your website or share it directly with clients who need to complete the form.

How it Works:

1. Client Access – When someone clicks the Public URL, they’re taken to a verification page.
2. Identity Verification – The client enters their first name, last name, and date of birth.
3. Form Access – Once verified, the client can proceed to complete and submit the form.

Why This Matters:

This process ensures that all forms and packets are securely linked to the correct patient record, keeping submissions organized and properly grouped under each client’s name.