Articles on: Forms & Assessments

Can I send a Smart Form to a third party or next of kin?

Yes, you can also send a Smart Form to a third party, or a next of kin, as long as:

they are linked to the patient within WriteUpp
you have an email address for the intended recipient

If you use SMS access codes when completing smart forms, you will also need a mobile number saved for the recipient, so they can receive the access code via SMS.

Alternatively, if you don't have a mobile number for a third party or a next of kin, you can still send them a smart form to complete. Go to Create -> Assessment and select the form that you'd like to send using the arrow to the right of the line containing the form. Then make sure that the "Is an access code required?" dropdown to set to either email or none before clicking on send.

You can read more about the access code settings here.

Next of Kin and Third party details are both added to the Client tab of the Client Summary page. Click on Edit Details to view and change the information.

To link a third party to a patient, you must first create them as a third party in Settings -> 3rd Parties.  You can read more about adding a third party to WriteUpp here.

Updated on: 05/12/2022

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