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Send standard forms

How to send intake forms and other standard forms to clients; automatically via appointment confirmations or manually from a client's profile.

Standard forms such as referrals, letters, reports and medical certificates can be sent directly from splose to clients and other practitioners.


How to

Send standard forms

  1. Navigate to a client's record and click on the Documents tab.

  2. Click New document and select a form template from the list.

    Screenshot of the New document dropdown in splose showing a list of form templates to select from
  3. Fill in the form details and click Save.

  4. To send the form, click Send and select the recipient.

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