How to send edit link to patient?

  • Profile Image
    Peggy Wongsa MD
    Asked on May 18, 2022 at 10:47 PM

    Can this approval flow be used to send patients a prefilled forms to complete and have reminder emails sent until the forms are done?

    This is a re-post of a comment on How to Set up an Approval Element in Jotform Approvals

  • Profile Image
    Answered on May 18, 2022 at 11:56 PM

    Hello Peggy,

    Thanks for reaching out to Jotform Support. We would be happy to assist you. Could you please elaborate your requirement in a bit more detail as currently it seems to be unclear at a moment. Would you please let us know how you think the overall flow of the form should be. So we can guide you accordingly. We can even suggest if there is any functionality present which fulfills your requirements.

    Once we hear back from you, we'll be able to move forward with a solution.

  • Profile Image
    Answered on May 19, 2022 at 09:59 AM

    I have a form for new patients to fill before their first appointment:

    I would like to prefill 4 fields: appointment date, patient email, patient name and visit reason. Then send this to the patient to complete and sign. I understand how to do this already just by making a prefill and emailing the link to them, but I'm wondering if this can be done through the approval workflow?

    The reason I would like it through Jotform Approvals is setting that reminder email every X days so the pt can be reminded to complete the form. And also to have an expiration date for the workflow. And in the future, I would like to add conditions that send additional forms based on the "visit reason."

    The workflow would need to have a different approver each time - bc of each time the form would be "approved" (meaning, completed) by the patient. Is this possible?

  • Profile Image
    Answered on May 19, 2022 at 10:44 AM


    Thank you for the information, unfortunately, I cannot access your form without permission because it is set to private. If you could change the form to public we will gladly investigate further.

    Related Guide: How to Change the Access Settings of a Form

    Here are also a few tutorials that should help:

    How to set up approval flows:

    General approach to approval flows:

    Hope to hear from you soon.

  • Profile Image
    Answered on May 19, 2022 at 10:46 AM

    Ok it's set to public.

  • Profile Image
    Answered on May 19, 2022 at 11:25 AM

    Hello Peggy,

    Please note that approval flow can be triggered only after the form is submitted. In that case, the option to populate the field and sent to the patient cannot be trigger through approval flow.

    You can populate the form fields of the initial form and send the URL to your patient. When the form is submitted by the patient, the approval flow will be triggered. Does this flow of form fits into your requirement?

    Once we hear back from you, we'll be able to help you with this.

  • Profile Image
    Answered on May 19, 2022 at 11:32 AM

    No that won't help.

    What if I "submit" the form myself and trigger the Approval Workflow for the patient to receive an email to edit the submission? As in, can they edit the submission if they click the "approve" button?

  • Profile Image
    Answered on May 19, 2022 at 12:20 PM


    You can add the edit link to your Autoresponder email.

    Here's how to do it:

    • Click on Autoresponder email
    • Click + Form Fields
    • Click Edit Link
    • Click SAVE



    Give it a try and let us know how it goes.