You can send forms during patient onboarding or later from the patient dashboard.
Send forms during onboarding
When you invite a new patient, forms configured as Default Forms are selected automatically. Before sending the invitation, you can remove a default form or add another form from your library.
After the patient creates an account, the forms appear as tasks in the Allia Patient App or Portal and remain visible until completed.
Send a form from the patient dashboard
To send a form:
Open the patient's record.
Open Medical Data.
Open the Forms tab.
Select Send Form.
Select a form
You can choose from:
My Forms: Forms you created.
Other Forms: Forms shared by other users in your practice. You can send these when your permissions allow.
Use the search bar to find a template.
Note: If the form is not in your library, select Upload. Upload a PDF up to 50 MB, rename it for the patient's view, and select ✅ Check when a signature is required.
Preview the form
Select the form, then select Preview to review it before sending.
Set an optional deadline
Select Next.
Choose whether the form should have a deadline.
No: Send the form without a due date.
Yes: Choose a future date. The patient sees this date when completing the form.
Send the form
Review your selections, then select Send. The patient receives the task immediately in the Allia Patient App or Portal.
Track completion
After sending a form, its status appears in the patient's Forms section. Completed forms are stored automatically in the patient's Medical Data.
