Practice login: staff@demo.abscontract.local · password demo-abs-2026 — you send links from the staff view. Everything in the practice app is synthetic; you cannot break anything that matters.
Step 1 of 6
Send the intake link
Find the patient in today's list and press Staff on their row. That opens the front-desk check-in view. Along the top you will find two buttons: Text intake link, and Copy Intake Link.
Press Text intake link. You do not type the patient's phone number anywhere. The system texts the link to the number already on the contact in GoHighLevel, and if there is no phone on file it falls back to email. That is deliberate. It means a link can only ever reach the person it belongs to.
Copy Intake Link is the other option, for when you have the patient on the phone and want to read it out or paste it somewhere yourself.
If the contact has a spouse on file, two separate links are created — one for the patient, one for the spouse. They are not interchangeable. Each link opens only that person's forms.
What this stores
- One row per person in intake_tokens (Supabase), each with its own token and person set to contact or spouse. - The outgoing text is logged in the patient's GoHighLevel conversation, so there is a record that it was sent.
Checkpoint
A patient says they never got their link. Where do you look first?
Play the walkthrough, or use ← → keys