Sharing Forms via Public Links

Last updated: 14 October 2026

Most questionnaires in Jump are sent to a specific patient via a secure portal link. Public form links are different — they give you a URL that anyone can open and submit, without logging in. Use them for:

  • New-patient enquiry forms on your website
  • Lead-capture or interest forms shared on social media
  • General intake forms where you don't yet know who the respondent is
  1. Switch to Configuration (area switcher at the top of the left sidebar), then open Communications → Public Form Links (you need the Manage settings permission)
  2. Click + New form link
  3. Pick a form template from the searchable picker — type to filter; each option shows a short description so you can tell similar templates apart
  4. (Optional) Set an on-submit override — this overrides the default pathway action for this link only; a caption under the picker explains what default it's overriding
  5. Save — you'll get a shareable public URL

Shortcut: you can also start a public link straight from a questionnaire — open Configuration → Communications → Questionnaire Templates, click the template, and choose Public link.

What patients see

When someone opens your public link they go straight to the form (no login). They complete it, submit, and the response lands in your practice with full pathway processing — automations run, pathway actions fire, the response routes wherever your template directs it.

Each public form link has PostHog funnel tracking baked in:

  • Opened — someone landed on the URL
  • Started — they began answering
  • Submitted — they finished and sent

This lets you spot if a link is being opened but rarely completed (suggesting a friction point in the form) versus rarely opened at all (suggesting a distribution problem).

The form-link editor has Skip built in. Use the inline Ask Skip nudge to make natural-language requests like "shorten this form to only the essential fields" or "rewrite the intro for a friendlier tone". Skip is route-aware on the editor — it knows the form template you're working on.

Sending to a patient instead

Public links are for people you don't yet know. To send a form to a patient already in your system — so the response is saved to their record — attach it to a message instead. See How to Send a Questionnaire to a Patient.

File Upload Questions

Questionnaire templates that include file-upload questions work in public form links. When a patient submits a file (e.g. a photo ID, referral letter, or GP summary), it is uploaded securely and appears in the Patient Documents section of their record. Staff can open a preview directly from the questionnaire response viewer.

What's new in session recordings

Recording tiles now show patient names (resolved from the link token) below the date, and an activity badge row highlights sessions worth reviewing:

  • Errors — one or more console errors were recorded
  • High activity — more than 15 clicks in the session
  • Quick exit — patient left in under 20 seconds

Use the patient filter dropdown above the grid to narrow recordings to a specific patient.

The same badges also appear on Online Booking → Session Recordings tiles.

The Form received email (Jump Beta)

With More control over public forms switched on under Settings → Jump Beta, the person who fills in a public form gets a Form received email when it's filed, or a text if there's no email address. It names the form and when it was sent. For a paid form, it's sent once payment is taken.

If the form asks for an ID check after submission and the patient hasn't been verified already, the email carries a Confirm your identity button. A patient who chooses Skip for now is told the link is in their email.

To change the wording, copy the Form received template in Configuration → Communications → Messages → Templates.

The confirmation screen

In a form link's set-up, under After submit, you can add your own What happens next text in place of the built-in card, and choose whether to Show a call button so patients can ring the practice. The preview updates as you type.