Overview

A reminder doesn't pick a form by itself. To send paperwork with a reminder, the form first has to be assigned to the appointment, and then the reminder has to be set to include registration forms. This article walks through both halves of that setup, plus how to test it.

Before you begin

• Access to Config > Registration and Config > Reminderds . Communication Timeline.
• The registration form must already exist. If needed, create it first using Add New Registration Form, Create from PDF, or the Form Library.

Steps

1. Confirm the form exists: go to Config > Registration, open the Forms tab, and find the form you want to send.
2. Assign the form to the right appointments: with the form selected, click Actions > Edit Assignments, then assign it to the appointment groups it should apply to — any combination of Appointment Types, Resources / Providers, and Locations. Save the assignment.
3. Set the reminder to include forms: go to Config > Reminders > Communication Timeline, open the appointment reminder you want (or create a new one), and set Event Type to Appointment Reminder.
4. Choose the delivery method — SMS, Email, or Phone.
5. Turn on Include registration forms?
6. Confirm the timing — Days Before / After Visit and Time of Day — then save the reminder.
7. Make sure the reminder channel is enabled for the matching Location, Appointment Type, and Resource/Provider. If the channel is off at any of those levels, the reminder may not send even with forms included.
8. Test the workflow: use the Test Panel or a real test appointment that matches the form assignment (correct appointment type, provider/resource, and location). Send or wait for the reminder, then confirm it includes the paperwork link.

What to expect on the timeline

A reminder with paperwork included shows + Reg on its timeline tile — a quick visual sign that the reminder is set to include registration forms.

Troubleshooting

If the form isn't sending with the reminder, then check these common causes:

• The reminder is set correctly, but the form was never assigned to that type of appointment.
• The form is assigned, but Include registration forms? isn't turned on in the reminder.
• The appointment doesn't match the form's assignment rules.