Articles on: Forms & Assessments

What's the difference between sending a form as a Smart Form or as a linked Form?

Smart Forms can be sent in two different ways from WriteUpp:

As a link inserted into an email from anywhere in WriteUpp, known as a "Linked form"
As a standalone Smart Form from under Create -> Form/Assessment

Read the following article for full steps on the two methods for sending Smart Forms - How do I send a Smart Form to a client?

Once the email is received, the way in which it is completed is the same. The recipient clicks on the link within the email then either receives an access code via SMS/email or is taken straight to the form, depending on your access code settings. The recipient then completes the fields and saves the form, which is returned to you upon completion and added to the patient record.

There are however differences between the pathways in how you send the form, and what the client sees in the email they receive.

As a "Linked Form"

Linked forms are sent from any email screen within WriteUpp. You can select a form to insert as a link into your email using the Forms icon in the toolbar:

When a form is sent as a link within an email:

Forms can be embedded within automated appointment messages, like confirmations and reminders
Multiple forms can be sent within the same email
Both Consent and Smart Forms can be sent at the same time
You have the opportunity to personalise the email the client receives containing the form link
There is no 'cover message' added to the top of the online webpage where the form is completed
No expiry date can be set - the form will be available until it has been completed
Access codes are required and delivered based on what is selected under Settings -> General -> Smart form completion

Sending forms in this way provides more flexibility in what can be sent to clients and when, You can also automate the sending of forms within appointment communications this way.

As a standalone Smart Form

Standalone Smart Forms are sent from Create -> Form/Assessment by clicking on the Send icon in the 'Send as Smart Form' column:

When a form is sent as a standalone Smart Form:

One form can be sent at a time
The client receives a simple, non-customisable email containing the Smart Form link
A 'cover message' can be added which displays at the top of the form once it's been opened online
An expiry limit can be set, which kicks in once the message has been opened. After this limit has passed, it will no longer be available
The access code requirement can be edited once the recipient has been selected, without having to make changes to your general settings

Sending forms in this way allows additional information to be sent with the form that can only be seen once the form has been opened. It is however a fully manual process, and doesn't allow for the initial email text to be changed.

Updated on: 27/02/2024

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