Sending Forms During Patient Onboarding
When inviting a new patient, any forms configured as Default Forms are automatically selected.
Before sending the invitation, you can:
Remove default forms
Add additional forms from your library
Once the patient creates their account, the forms appear as tasks in the Allia Patient App/Portal.
These tasks remain visible until completed.
Sending Forms from the Patient Dashboard
Open the patient's record.
Navigate to Medical Data.
Open the Forms tab.
Click Send Form.
Select a Form
You'll see two sections:
My Forms
Forms you've created.
Other Forms
Forms shared by other users within your practice.
You may send these forms if your permissions allow.
Use the search bar to quickly find a template.
Need to add something new? If the form isn't in your library yet, click Upload to add it on the spot:
Upload the PDF (up to 50 MB).
Rename it for the patient’s view.
✅ Check if a signature is required.
Preview Before Sending
Select a form and click Preview to review it before sending.
Set an Optional Deadline
After selecting a form, click Next.
Choose whether the form should have a deadline.
No
The form is sent without a due date.
Yes
Select a future date from the calendar.
Patients will see this due date when completing the form.
Send the Form
Review your selections and click Send.
The patient immediately receives the task within the Allia Patient App/Portal.
Tracking Completion
After sending a form, its status appears within the patient's Forms section.
Completed forms are automatically stored within the patient's Medical Data for future reference.
