New Feature
24 February 2026(3 days ago)
Email Assessment Links Directly to Patients
Send assessment links to patients by email — directly from the dashboard. Supports single forms and assessment bundles. The email uses your clinic name with subtle ClientForms branding, so patients see a professional message from their clinician.
Epic 79.0v79.1
emailassessmentpatientnotification
Highlights
- -Send assessment links by email from the dashboard
- -Supports single forms and assessment bundles
- -Your clinic name is prominent — subtle platform branding
- -Patients receive a clear, mobile-friendly email
- -All sends are logged for audit purposes
What's New
You can now email assessment links directly to patients from the dashboard. No need to copy and paste links into your own email client.
The email puts your clinic name front and centre, with subtle ClientForms branding — so the patient sees a professional message from their clinician, not a software platform.
- Send assessment links by email from the dashboard
- Supports single forms and assessment bundles
- Your clinic name is prominent — subtle platform branding
- Patients receive a clear, mobile-friendly email
- All sends are logged for audit purposes
Learn More
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