Automated Forms through Engagement [Modento] will save you and your team time & energy! Here is a short video going over the Forms section of the Engagement [Modento] Settings:

Step by Step Instructions:


  1. Go to Settings

  2. Select Forms

  3. Click the drop down menu in the Existing Patients column

  4. Select the availability rules for the Form

  5. These changes will save automatically, so no further action is required


These forms will be requested when the patient receives their Save The Date, Appointment Reminder, and Check-In Request messages which are found in the Appointment Communication section.


Forms Availability Options & Their Meanings:

When you access your Forms section in Engagement [Modento], you will see a column titled, Existing Patients. This column includes drop down menus that will allow you to choose when these are available to be completed by the patient once the form is delivered.

The options are as follows:

  • Manual Only

    • The form will only be sent to patients if a team member sends the form manually. It will never send automatically

  • Optional: Patient Choice

    • Patients will always have the choice to fill out the form when they receive a forms filling request

  • Required: Once

    • Every patient will be required to fill out the form once through Engagement [Modento]. It will be marked as required for every visit until it is completed. Once the form has been submitted at least once, Engagement [Modento] will not ask for it automatically again

  • Required: Every visit

    • Every patient will be sent the form for every appointment. However, Engagement [Modento] will not send the form twice for appointments that are within 24 hours of each other

  • Required: Every 6 months, cannot be updated between intervals

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, Engagement [Modento] will require the form to be filled out at the next appointment scheduled 6+ months after the date they originally filled out the form

  • Required: Every 6 months, patient can update sooner

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form is required to be filled out at the next appointment scheduled 6+ months after the date they originally filled out the form

    • Patients will always have the choice to fill out that form when they receive a forms filling request

  • Required: Every year, cannot be updated between intervals

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 12+ months after the date they originally filled out the form

  • Required: Every year, patient can update sooner

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 12+ months after the date they originally filled out the form

    • Patients will always have the choice to fill out that form when they receive a forms filling request. They can update this form at any time if they utilize the patient app.

  • Required: Every 2 years, cannot be updated between intervals

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 24+ months after the date they originally filled out the form

  • Required: Every 2 years, patient can update sooner

    • Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 24+ months after the date they originally filled out the form

    • Patients will always have the choice to fill out that form when they receive a forms filling request

  • Required: When medical update due, cannot be updated between intervals

    • When a health history has not been submitted through Engagement [Modento], it will require the form to be filled out X months after the patients last completed appointment in the PMS. X is the number input into this field:

    • Once a health history has been submitted through Engagement [Modento], it will require the form to be filled out for the next appointment scheduled X months after the patient last completed the Health History form in Engagement [Modento]. This date is calculated off of one completed Health History form in Engagement [Modento]. This option will not work if you use a separate form for Medical History Updates

    • We do recommend that this only be used for the Health History form. Any other form that has this option selected will be required whenever the Health History form is required. This means that if they submit one form marked as “When Medical Update Due” but did not complete the medical history, Engagement [Modento] will still require that form again until the medical history has been filled out

  • Required: When medical update due, patient can update sooner

    • When a health history has not been submitted through Engagement [Modento], it will require the form to be filled out X months after the patients last completed appointment in the PMS. X is the number input into this field:

    • Once a health history has been submitted through Engagement [Modento], it will require the form to be filled out for the next appointment scheduled X months after the patient last completed the Health History form in Engagement [Modento]. This option will not work if you use a separate form for Medical History Updates

    • We do recommend that this only be used for the Health History form. Any other form that has this option selected will be required whenever the Health History form is required. This means that if they submit one form marked as “When Medical Update Due” but did not complete the medical history, Engagement [Modento] will still require that form again until the medical history has been filled out

    • Patients will always have the choice to fill out that form when they receive a forms filling request

  • Available ONLY during check-in window

    • The form will only be sent automatically to patients with the Check-In Request Notification or with Reminders set up to send within the check-in request window

    • The forms will also be available on the kiosk for patients to fill out when checking in via the kiosk


For more information about Automated Appointment Communication, View our Setting Up Automated Appointment Communication article:

For more information about editing Forms, view our Editing Forms article:

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