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This tutorial shows you how to automatically send an intake form to patients as a campaign. For our example, we will create a campaign that sends a patient intake form every day to all new patients of a specific location exactly seven days before their first appointment. This comes in two phases. For the first phase, lets run a report to set up our target audience. First, go to Reports then click Appointment. Then, click New Report. In this screen, add the following settings. For Report Type, select Attendance as we are filtering our patient list by their attendance. For Length, set this to equals 7 days before next booked or confirmed appointment. Then because we want new patients who are about to make their first visit, set Appointments to 1 total appointments. Select a practice location then click Run. The report will display the current results, which are new patients of your specified location who will have their first visit one week from the date this report is run. So if this
