Step 1: Log in to Your Growth99 Account
Log in to your Growth99 business account using your credentials.
Step 2: Access Locations
On the Business Settings page, click “Locations.”
Step 3: Edit Your Clinic Location
On the Locations page, find your clinic and click the “Edit” button under the Actions column.
Step 4: Navigate to the Configuration Tab
In the Edit Location view, go to the “Configuration” tab.
Step 5: Enable the Seamless Experience Option
Check the box labeled:
“Enable submission of consent forms and questionnaires in the booking workflow" to enable the seamless patient experience feature for the selected clinic location.
Step 6: Attach Questionnaires and Consents to Services
From the Business Settings menu, click on “Services.”
Click the “Edit” button under the Actions column for the desired service.
Select the appropriate questionnaire from the Questionnaire dropdown list.
Click “Save” to apply the selection.
Repeat the same process under the “Consent” section to attach relevant consent forms.
Step 7: Test the Seamless Patient Experience
To test the configuration:
- Visit your Growth99 public booking link.
- Book a test appointment.
- After booking, the Questionnaire and Consent forms will automatically appear.
- Once the patient has filled out and signed the documents, they should select “Submit” to complete the submission process.
Step 8: Review Submitted Forms
To view submitted questionnaires and consents:
- Go to the “Contacts” section.
- Select the customer profile.
- On the Contact Details page, view the completed forms as shown below.
