Forms and health declarations with a digital signature

Clients fill in and sign through a link on their own phone, or in person on your device. The signed form is locked and kept in the client’s file, with a running serial number, the exact date and time, and a digital stamp — and it can’t be changed.

Creating a form

1. 1

   Open the screen

   ManageForms & declarations
2. 2

   Tap “Start from the health declaration”, pick another ready-made form, or “Blank form”.

3. 3

   Fill in a name and intro, and add questions with “Add a question”. A long press on a question moves, duplicates or deletes it.

4. 4

   Turn on “Digital signature” and “Send automatically before a treatment” as needed, and tap “Save”.

When the form goes out

For automatic sending, choose “On booking” — as soon as the appointment is booked and approved — or before the appointment, on WhatsApp, as many hours ahead as you pick. The message before the appointment doubles as a reminder, with arrival-confirmation buttons. The form goes only to clients who haven’t signed it within its validity, and once that runs out it goes out again with the next appointment.

Signing in person, or sending by hand

1. 1

   On the client card, under “Forms & health declarations”, choose to sign on the spot (on this device) — and hand the phone or tablet to the client.

2. 2

   Or send it to the client on WhatsApp.

For each form, “Signatures” shows who signed and when, and who hasn’t yet — with resending on WhatsApp, copying the link, or cancelling the request.