Adding Digital Intake Link to Existing Welcome Content

Patient Intake automatically includes content and workflows with the link to your patient intake form.

However, if you would like to add a link to the Patient Intake Form within your previously created welcome emails, follow the steps below.

  1. Begin by going to Campaigns in the upper right of the screen.
  2. Select Content from the drop down menu.
  3. Select Announcements.
  4. Next, you can either scan through the pages of announcements using the numbers at the bottom of the screen, or use the search bar to locate your existing pre-IE content. Note: The title of the announcement can vary based on who created it and any edits that were made. Here are some common keywords or phrases to aid in your search:
    • Preparing
    • Pre-IE
    • Initial Visit
    • Welcome 
    • Paperwork
    • Forms
  5. Click on the title of the announcement you want to edit. In this example, the content that has the clinic’s existing links to forms is titled “Preparing for Your Visit with a Physical Therapist." 
  6. Click Edit Content
  7. Review the content to ensure all of the information is still relevant and up to date. Make note of any hyperlinks within the body of the content that may link to previous or outdated forms, as they will also need to be updated with the appropriate link.
  8. We can see that the current Call To Action URL links to forms on the clinic’s website. This URL needs to be updated with the patient intake dynamic variable that will automatically populate each patient’s unique intake link upon sending. 
  9. Highlight and delete the contents of the Call To Action URL field. 
  10. Type in the {{primary_intake_form}} dynamic variable into the Call To Action URL field:
  11. In this example, there was also a hyperlink to online forms in the body of the content. To update the URL, right-click on the hyperlink and select Edit Link
  12. From the Protocol drop-down menu select <other>
  13. Next, update the URL field with the same dynamic variable that was entered in the call to action field earlier: {{primary_intake_form}}. Click OK when complete. 
  14. Review any secondary notifications for links to an external paperwork form. Repeat these steps to update all existing links to {{primary_intake_form}} so that they reference the dynamic variable going forward.
  15. Click Save Content. The changes will take effect immediately, and your current workflow lists and send times remain the same. Note: You do not need to activate the inactive Pre-IE Welcome with Intake workflows added to your account if you choose to just swap out your link and use your existing content. By taking the steps above, the digital intake will be included in all of your future sends.  We recommend that you review your user settings to set up Intake Alert notifications and familiarize yourself with the Intake Dashboard in Reach to make the most of this exciting feature.

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