Adding consent and smart form links to emails sent from WriteUpp
Both consent and Smart form links can be added to emails you send manually from within WriteUpp, whether that's from Create -> Email when a new client registers with you, or when sending an invoice at the end of their treatment.
To add a form link to an email sent from WriteUpp:
- Navigate to the email page you'd like to send from. In this example, we'll use Create -> Email.
- Complete the To field with who you'd like to send the email to (the patient, the Next Of Kin, a third party), add a subject and enter the body of your email.
- To add a form, click on the Forms icon within the email toolbar:
- Use the search bar or browse the tabs to find the form you'd like to include:
- Choose a form by ticking the box to the right of the row, and then click on Insert Form:
- The form will be added to the body of your email, as a link:
- Repeat steps 3 - 5 to add any additional forms to your email. For example, you might want to include a consent form to cover your Ts & Cs and a Smart Form containing smart fields to capture additional details from the client:
- Finish composing your message and then click on Send Email.
For extra security, Smart Forms sent this way should require an access code to open them. Access codes for Smart Forms can be sent via SMS (recommended) or email. They can also be turned off altogether, but this comes with risks! You can find out more about managing access codes for Smart Forms here.
Updated on: 11/02/2025
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