Deep Dive — The Forms Feature in Action
Why This Matters
Forms is the most prominent Type 4 write-back feature and directly demonstrates the value of bidirectional integration. Walking through a form submission end-to-end — from unique link generation to PMS write-back — solidifies your mental model of what the Integrations team actually builds.
What You'll Learn
- How a form is sent to an existing patient via a unique, patient-specific link
- Why each form link is unique per patient and what data gets pre-filled
- The three actions that happen when a form is submitted: PDF upload, patient record update, and (sometimes) patient creation
- The difference between unique links (patient-specific) and public links (for new/unknown patients)
- What the sync button in form submissions means and what happens when a sync fails
- How the kiosk mode and QR code work for in-office patient intake
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Lesson Summary
When a form is sent to a patient, a unique link is generated specific to that patient — this allows their existing data (name, DOB, etc.) to be pre-filled. Once the patient submits, three things happen: (1) the PDF is uploaded to their profile in the PMS, (2) their patient record in the PMS is updated with new information, and (3) the data is also updated in Weave. For new patients using the public link or kiosk QR code, a new patient record is created in the PMS instead of updated. Sync failures are retryable. The Integrations team is responsible for all PMS-facing operations in this flow.