Benefits
- Organizes form management.
- Enables quick communication.
- Sends instant form notifications.
* If you'd like to add a new form to your website or update an existing one, please contact your account manager or reach out to our support team.
View a Form
- From the email, select
- Or go to
from the PatientEngage (formerly GetSetPro) dashboard. - Select a form to view
Manage Form Status
- Open a form request and select
to mark it as complete. - Optional: Select
to undo - Optional: Select
or 
to mark read/unread. - Optional: Select
to delete the form request. - Optional: Select
to add internal notes about the request.
Reply via Text Message to a Form
- Select
*Contact support if you do not have the texting feature active. - Multiple Locations - Select your location
- Multiple Text Numbers - Select your preferred "From" number
Find a Form Request
- Select
and/or 
to filter forms. - Select
to search by patient name, city, and form type.
Restore Trashed Form Requests
- Select the
status - Select
Manage Form Notifications
- Select
- Optional: Toggle
for Desktop notifications. - Optional: Toggle
for Email notifications. - Optional: Add staff to receive notifications by contacting support@getsetpro.com
View Additional Information
- Select
to view fields that were left blank. - Select
to view the HTML parts of the original form.