> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxhealth.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms

> Registration, history, consent and insurance forms patients fill in on their phone.

**Patients → Forms** to send and track them. **Settings → Patient Forms** to build the templates. Available when the `FORMS` feature is enabled.

Forms replace the clipboard. You send a link by text or email, the patient fills it in on their phone before the visit, and the answers come back attached to their record.

## Building templates

Typical templates: registration and demographics, medical history, consent, insurance details, and practice-specific policies.

Keep them short. A form is filled in on a phone, often in a car park. The completion rate falls off a cliff past a couple of screens. Split a long form into two rather than making one long one.

## Sending a form

Send it from the patient's record, or as part of the flow around a new appointment. The patient gets a link; opening it does not require an account or a password.

## Status

| Status        | Meaning                                    |
| ------------- | ------------------------------------------ |
| **Sent**      | The link has gone out                      |
| **Opened**    | The patient opened it but has not finished |
| **Completed** | Submitted, and attached to the record      |
| **Expired**   | The link is no longer valid                |
| **Cancelled** | Withdrawn before completion                |

**Opened** is the status worth watching. A patient who opened and did not finish hit something: a question they could not answer, or a form that was too long.

## When to send

<CardGroup cols={2}>
  <Card title="At booking" icon="calendar-plus">
    Highest completion rate. The patient is already thinking about the appointment.
  </Card>

  <Card title="With the reminder" icon="bell">
    Catches the ones who ignored the first send, while there is still time to act on the answers.
  </Card>
</CardGroup>

Sending on the day of the visit gets you a form filled in the waiting room, which is where you started.

## Related

* [Huddle](/front-desk/huddle): shows which of tomorrow's patients still have forms outstanding
* [Links](/agents/links): for documents patients only need to *read*