Share Links and Patient Form Delivery

EasyDocForms uses patient-facing share links to let patients complete forms on phone, tablet, or desktop. Share links are the core live delivery method for forms and packets.

What a Share Link Does

A share link opens a public patient form route for a specific form or packet. Patients do not need an internal staff account to complete the form.

Share links can be used for:

• New patient intake.
• Follow-up forms.
• Consent documents.
• Medicare ABN forms.
• Insurance updates.
• Pre-visit questionnaires.
• Appointment-linked intake.
• Printed instructions that direct patients to a digital form.

Create a Share Link

From All Forms:

1. Open the form.
2. Choose Share.
3. Configure link settings.
4. Create the link.
5. Copy the generated patient URL.
6. Send it through your approved communication workflow.

The same workflow applies to form packets. A packet share link lets patients complete several forms as one combined workflow from one patient URL.

Link Settings

Setting	Purpose
Expiration	Limits how long the link can be used.
Max responses	Limits how many submissions the link accepts.
Password requirement	Adds an optional shared password gate.
Active status	Controls whether the link is usable.

When To Use Expiration

Use expiration when:

• A form is tied to a specific visit.
• A consent should not stay open indefinitely.
• You are sending links in batches.
• You are testing a new form.
• A form version may change soon.

For general website intake links, choose an expiration policy that matches your practice workflow and privacy expectations.

When To Use Max Responses

Max responses are useful for:

• One-time patient links.
• Small group campaigns.
• Preventing reuse after a specific patient completes the form.
• Testing forms without leaving unlimited test links active.

Password-Protected Links

Optional passwords can reduce casual access to a link, but they are not a substitute for broader privacy controls. Use secure communication practices when sending patient links, and avoid putting unnecessary PHI in ordinary email or text messages.

SMS, Email, and QR Codes

The app may show tabs or roadmap language for email, SMS, and QR-code delivery. Treat SMS delivery as coming soon unless your organization has a specifically enabled custom workflow.

For now, the reliable core workflow is:

1. Generate the share link.
2. Copy the URL.
3. Send it using the practice's approved communication method.
4. Review the submitted response in EasyDocForms.

Appointment-Linked Intake

Share links can be connected to scheduling workflows. When a patient books through EasyDocForms scheduling, the booking confirmation can hand the patient to the required intake form. When Square Appointments is connected, mapped Square services can trigger the correct intake workflow.

See:

• Scheduling
• Square Appointments Integration

Patient Experience

Patients can complete forms on:

• Phone.
• Tablet.
• Desktop browser.

Mobile-friendly fields are especially important for long intake packets. Use healthcare field types instead of dense paper-style grids where possible.

For packets, use a patient-friendly packet title and introduction so the patient understands why the workflow includes multiple sections.

Staff Checklist Before Sending

Before sending a form link:

1. Preview the form.
2. Submit a test response.
3. Confirm required fields.
4. Confirm signature fields.
5. Generate a test PDF.
6. Confirm the link expiration and response limit.
7. Confirm the form version is the one the practice wants patients to use.

Revoking a Link

If a link should no longer accept responses, delete or deactivate the share link from the form's share workflow. If the form itself should no longer be used, archive or pause the form and check integrations that might still point to it.