SurgeryWeb Support Centre
Set the Recipient for Online Forms Email Notifications
Core Forms
There are 5 core online forms with the template (Cancel an Appointment, Friends and Family Test, Order a Repeat Prescription, Register with the Practice and Update your Details).
Each form must have an email recipient set so that when a patient submits the form online, the email notification is sent to the Practice containing the submitted data.
For core forms, the recipient can be set by editing the corresponding page. If the recipient field is left blank, the form will automatically use the recipient defined in its own Notification settings, found in the “Forms” section of the dashboard.
- Cancel an Appointment Form
- Friends and Family Test Form
- Order a Repeat Prescription Form
- Register with the Practice Form
- Update your Details Form
Cancel an Appointment Form
Navigate to “Web Pages” on the left-hand side of the dashboard. Find “Appointments” in the list of pages, then click ‘Edit’ to open the page.
Ensure you are on the ‘Cancel an Appointment’ section when editing.
Enter the email address in to the ‘Recipient Email Address for Submissions’ field.
Click the blue ‘Update’ button on the right hand side to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
Friends and Family Test Form
Navigate to “Web Pages” on the left-hand side of the dashboard. Find “Friends and Family Test” in the list of pages, then click ‘Edit’ to open the page.
Ensure you are on the ‘Page Content’ section when editing.
Enter the email address in to the ‘Recipient Email Address for Submissions’ field.
Click the blue ‘Update’ button on the right hand side to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
Order a Repeat Prescription Form
Navigate to “Web Pages” on the left-hand side of the dashboard. Find “Prescriptions” in the list of pages, then click ‘Edit’ to open the page.
Ensure you are on the ‘Ordering’ section when editing.
Enter the email address in to the ‘Recipient Email Address for Submissions’ field.
Click the blue ‘Update’ button on the right hand side to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
Register with the Practice Form
Navigate to “Web Pages” on the left-hand side of the dashboard. Find “Register with this Practice” in the list of pages, then click ‘Edit’ to open the page.
Ensure you are on the ‘How to Register’ section when editing.
Enter the email address in to the ‘Recipient Email Address for Submissions’ field.
Click the blue ‘Update’ button on the right hand side to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
Update your Details Form
Navigate to “Web Pages” on the left-hand side of the dashboard. Find “Update your Details” in the list of pages, then click ‘Edit’ to open the page.
Enter the email address in to the ‘Recipient Email Address for Submissions’ field.
Click the blue ‘Update’ button on the right hand side to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
Other Forms
For any other forms that you want to set/change the recipient for, this can be done in the “Forms” section of your dashboard.
Find the form you want to edit in the list and hover over “Settings” and select “Notifications” from the menu.
Edit the “Admin Notification” (you can create additional notifications for additional emails to be sent to additional recipients i.e. a confirmation email to the patient).
Enter the email address in to the ‘Send To Email’ field.
Click the blue ‘Update Notification’ button at the bottom of the page to save your changes. Any online submissions from this form will now be sent via email to your new recipient.
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