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Prefill Intake Forms Before Sending to a Patient

Overview

In Lobbie, you can pre-fill fields on Intake Forms before sending them to patients - ideal for forms that are not tied to a scheduled appointment. This allows staff to populate known details ahead of time while still allowing the patient to complete the rest.

 

When to Use This

  • For non-appointment-related forms
  • When staff input is needed before the patient receives the form
  • To streamline the process and reduce patient entry errors

 

 

Step-by-Step: How to Prefill Intake Forms

  1. Go to the Forms table in Lobbie
  2. Click Send Forms
  3. Select the form(s) you want to send to the patient
    • Include the form(s) that require prefilled fields
  4. In the Confirmation step, set the Sending Method to Paper (None)
    • This prevents the form from being sent immediately
  5. Click Confirm to create the form
  6. Back on the Forms table, click View/Edit next to the form you want to prefill
  7. Fill in the required fields as needed
  8. When finished, click the back arrow in the top-left corner to return to the Forms table
  9. Click the Action button for the same form
  10. Select Re-Send Forms and confirm the desired sending method in the popup
  11. The form will now be sent to the patient with your prefilled data included

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