How to send forms to a patient?

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    Patricia Moles
    Asked on September 15, 2025 at 11:30 AM

    Interested in being able to email forms to a patient to be filled out and returned. Is this possible with your software? 276-398-2292 ext 2222

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    Podo: Support AI Agent
    Replied on September 15, 2025 at 11:30 AM

    Hi Patricia,

    I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

    You can easily email forms to your patients for them to fill out and return. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the screen, tap on Publish.

    2. Under the Publish tab, tap on Email.

    How to send forms to a patient? Image 1 Screenshot 30

    3. On the screen that opens up, tap on Share on Email.

    4. Then, tap on the Recipients tab, and enter the email address you want to use.

    5. Once done, tap on Send at the bottom of the screen, and click on Done.

    How to send forms to a patient? Image 2 Screenshot 41

    Give it a try and let us know how it goes.

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    Mikhail JotForm Support
    Replied on September 15, 2025 at 12:05 PM

    Hi Partricia,

    Thanks for reaching out to Jotform Support. You can use the Share on Email feature and add a message manually. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Publish.
    2. Under the Publish tab, click on Email.
    3. In the screen that opens up, click on Share on Email.
    4. You can then manually enter the email content, then click on the Recipients Tab and add the email address in the Recipients Section. Finally, click on Send. How to send forms to a patient? Image 1 Screenshot 20

    Give it a try and let us know how it goes.

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