> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bilby.health/llms.txt
> Use this file to discover all available pages before exploring further.

# Send a form to a patient

> Send one or several forms, share a link, and remind or cancel.

## Send a form

1. Open the patient's record and the **Forms** tab.
2. Select **Send form**.
3. Tick the forms to send.
4. Choose how to send it: text message, email, or a link you copy yourself.
5. Change how long the link stays open, or add a due date, if you like.
6. Select **Send**.

You need at least one published form before you can send.

To send several forms in one message, your practice needs the [patient portal](https://docs.bilby.health/online-booking/patient-portal.md), and the patient needs an email address on file. They get one message and sign in to the portal to fill them in. Without the portal, send them one at a time, or copy a link for each.

## Remind a patient or cancel a form

Bilby doesn't send reminders by itself. Select **Resend** on the patient's **Forms** tab, or send a reminder from **Forms › Sent**. To stop a link working, select **Cancel**.

## What the patient sees

The patient opens the link on any phone or computer. They don't need an account. Their answers save as they go, so they can come back later. Once they submit, they can't change their answers.

If the link has expired or been cancelled, they're told to contact the practice. Files they upload go to their **Files** tab.


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