Send Forms to Contacts for Clients with No Email

Some clients - such as minors - do not have their own email in PracticeQ. Here is how to send forms to their contacts for completion.

If you have not done so already, add a contact to the client's profile.

1. Click the Send Form to Client button from the PracticeQ dashboard.
2. In the window that opens, open the Send To Client: dropdown menu.
3. Select the contact from the menu.
4. Click Send Form or Prefill & Send.