The intention of this automation is to allow your clinic to chase incomplete forms. For
example. As part of a clinical case a patient may be sent a form to fill in. The new
automation event allows you to send a communication X amount of time after the form
was originally sent to remind the patient to fill in the form. If the patient has already
completed the form the automation action will not run.
Set-Up Instructions
Navigate from the Home screen > settings > set up > automation
For the event select When a Form is sent to a client
Add an action and set a delay
Once you have stimulated a delay choose a form and the desired status and press 'Save'.