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.
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:
Please do not edit the URL associated with the link, as this is what takes the client to the form when they click on it. Editing the URL will break the link and it won't work.
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.
You can also add form links to any email templates you have, making it really easy to set up a shortcut for forms you might send out regularly! Just look for the Forms icon and follow steps 3 -5 above to add the link to the body of the email template.
Note: You can't click on the link within an email when composing it, and open the form to view it. The form link won't work if you clicked on it within WriteUpp in the body of a message; it'll need to be sent out in order to access it. If you are creating templates and you want to test that the right form has been added, you can create yourself as a test client and send the message to your email inbox.
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:
Please do not edit the URL associated with the link, as this is what takes the client to the form when they click on it. Editing the URL will break the link and it won't work.
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.
You can also add form links to any email templates you have, making it really easy to set up a shortcut for forms you might send out regularly! Just look for the Forms icon and follow steps 3 -5 above to add the link to the body of the email template.
Note: You can't click on the link within an email when composing it, and open the form to view it. The form link won't work if you clicked on it within WriteUpp in the body of a message; it'll need to be sent out in order to access it. If you are creating templates and you want to test that the right form has been added, you can create yourself as a test client and send the message to your email inbox.
Updated on: 11/02/2025
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