Before inviting patients, review your forms and calendar settings. This helps patients complete onboarding and book appointments without delays.
1. Prepare intake forms
Go to Management > Manage Form Templates. Then confirm that:
Your consent for treatment is uploaded as a signable PDF.
Your intake or medical history forms are ready.
Questions that the patient must answer are marked Required.
2. Review calendar availability
Patients can see and book the availability you share in Allia.
Set the days and hours when patients can book.
Turn self-scheduling off if your practice books every appointment manually.
3. Test the patient experience
Consider adding yourself as a test patient with a personal email address. You can then review the welcome email, open your practice profile in the Allia app, and complete the assigned forms.