Send a form from a chat

Once your organization has published a form, you can send it from any chat with one patient, in a secure chat or a text chat. The family gets your message with a link, fills the form in on their phone and signs it. The signed PDF comes back to the same chat.

Before you start

• The form must be published first. See Turn a paper form into a form families sign.
• The chat must have exactly one patient.

Send a form

1. Open the patient's chat.
2. Click + in the message box.
3. Click Send a form… (Send a form in the mobile app).
4. Pick the form from the list. Type in Search published forms to find it.
5. For a log, pick the Month: this month or next month.
6. Fill in the fields under You fill these before sending, such as the child's name. If you sent this form to the same patient before, your last values are copied over. They show on the page as you type.
7. Check the Message. BloomText adds the link to it.
8. Click Send form.

Follow it in the chat

The form shows in the chat as a card with its first page, the form's name and the patient's name. Its label shows where it stands:

• Sent: the family hasn't started yet. The card says when the link expires.
• In progress: for a log, the family has added rows. The card says how many and when the last one came in.
• Completed, with the date: the family signed. The card says who signed.
• Expired, with the date: the link closed before the family signed.

The card has these buttons:

• Copy link copies the family's link, so you can paste it where they'll see it. It shows while the form is still open.
• Open shows the form with the answers filled in. For a log, switch to Rows to see each row with its initials and when it was added.
• Send again opens Send a form on the same form, for example for next month's log.

When the family signs, the signed PDF arrives in the chat from the family. It has their answers on the page and a signature page with who signed and when. Dates read as words, such as "November 1, 2026".

See every form you sent

1. In the left bar, click Forms.
2. Click the Sent tab.
3. Click Open to see forms still waiting, or All for every form.
4. Under Group, pick By patient, By form or Flat list.
5. Pick a team to see only its forms, if you're on more than one.
6. Click Open chat to go to the chat, or Send again.

Admins see every form sent in the organization. Everyone else sees forms from chats they can open.

Good to know

• A form link stays open for 30 days. A log stays open until 14 days after its month ends.
• Families need no account or app. See Fill in and sign a form from your care team for what they see.
• In the mobile app you pick the form from the list, with no search, and BloomText writes the message for you. The card there has Open, which shows the form in your phone's browser, and Copy link, but no Send again. Search, the editable Message and the Sent tab are on the web and in the desktop app.

Related

• Turn a paper form into a form families sign
• Fill in and sign a form from your care team
• Text patients from your business number