Use Case: Patient Intake
Collect patient details through a Google Form and automatically generate medical record documents using a template upon successful form submission.
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Prepare a Google Form that collects inputs such as Date of Intake , Full Name , Date of Birth etc. See below for the Google Form.
Configure Form Director with "Google Document" .
Install Form Director from Google Workspace Marketplace
Open Form Director and select Google Document from the list of apps.
Click on Setup Mapping and assign the app fields to the corresponding form fields.
Switch on the Send on document generation to send successful email after submission of form.
Click on edit Email Template and customize your email template so that you will receive the notification mail according to the email provided in the template.
Adjust your Template, Form Director configuration for Fields mapping, Email templates etc., till you get to the perfection of output and email that you wanted.
Start using the Google Form and roll it out to other users or your audiences as appropriate.
That's it.
Save time by using Form Director