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If every patient booking a particular test needs to sign the same consent form, this tab sends it for you. Pick the documents, switch on auto-send, and they go out at appointment time instead of being handed over at the desk.

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What this tab controls

The card is headed Sharable Documents — “Select which documents are automatically sent to clients during appointments. Toggle Auto-send on individual documents to automate delivery at appointment time.” Documents are grouped into four categories: Consent Documents (“Clinic-created consent & policy forms”), Questionnaires & Intakes (“Pre-built patient intake forms”), Clinical Outcomes & Measures (“Validated scored measurement tools”) and Clinical Templates (“Custom note templates repurposed as forms”). A category with nothing in it is not shown at all. Each row carries a source badge — saved template, system intake or custom note template — and a status of Enabled or Inactive. Non-owners see the list plus “Only clinic owners can modify default document settings.”

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Set it up

1

Tick the documents you want as defaults

Work down the categories and tick each form that should be part of your standard pack. The header chip counts them: “{n} documents selected as defaults”.
2

Switch on Auto-send where you want it automated

Selecting a row reveals Auto-send on booking. Ticking a document without this makes it a default you can send by hand; the switch is what makes it automatic.
3

Scope each one to its services

Select Applies to on the row. Leave it on All services for something universal, or choose specific services — “Only send this document when one of these services is booked.” A drug-screening consent has no business reaching someone booked for a blood count.
4

Save Defaults

Select Save Defaults. You get “{n} default documents saved successfully.”

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What changes once you save

Three things to know:
  • Nothing is sent retrospectively. Existing appointments are not touched. The rule applies to bookings made from now on.
  • Un-ticking a row clears its automation too. Deselecting a document also switches off its auto-send and drops its service scoping — re-ticking it starts from defaults again.
  • A document nobody signs is not chased by this tab. Auto-send delivers it; whether it comes back signed is a separate matter you track on the patient’s record.
Which patients can receive documents at all is governed by the portal — see Client Portal. A patient with no portal access is not reachable this way.
Clinical Outcomes & Measures needs an Essential plan or higher: “Upgrade to the Essential plan or higher to include validated scored measures as default documents.” The other three categories are available on every plan.

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Check it worked

Book a test appointment against a service you scoped a document to, and check the document reaches that patient. Then book one against a service you deliberately excluded and confirm it does not. The header chip should agree with what you ticked.

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Common issues

You are not the owner — “Only clinic owners can modify default document settings.”
Ticking makes it a default; Auto-send on booking is what automates it. Switch it on and save again.
Its Applies to is set to All services. Open the popover and choose only the services it belongs to.
Only active services are listed, and the empty state reads “No active services found for this clinic.” Create or reactivate the service first.
A category with no documents in it is not rendered. Build the document first, then come back and refresh.
That category needs an Essential plan or above. See Change your plan.