My Portal

Articles in this section

See more

Sending Form Reminders to Clients

Avatar
Help @ Practice Better
Updated
Follow

🔄 We're freshening things up!

Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.

We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.

You can send a reminder email for an incomplete form from a client’s Forms & Waivers section. Professional plan users and above can customize the reminder in their Notification Preferences.

In this article:

Sending a Reminder for an Incomplete Form

If a client hasn't completed a form (started or not started), you can send them a reminder. This triggers an email and in-app notification prompting them to complete it.

  1. Go to your client's Forms & Waivers section in their client record.
     
  2. Optionally filter their forms to view those in Not Completed status.

     
  3. Click the More Options button (3 dots) next to the incomplete form and select Send Reminder.

     
  4. Click Send in the pop-up to confirm.

Customizing the Pending Form Reminder Email

Practitioners on the Professional plan and above can customize the reminder email template.

Learn more about Customizing Email and SMS Notification Templates → 

To customize your pending form reminder email template: 

  1. Go to Settings > Notification Preferences.
  2. Click the Client Notifications tab.
  3. Click to edit the Pending forms to complete template.
  4. Click Save Changes in the top right.

Related articles

Article is closed for comments.