Checklist
Under Utilities - System Setup - Patient - Checklist - you can customize your lists and what items are under the lists you create. The link below will take you to a detailed document for the Checklist
Set up of the Electronic Forms
Only the users with role of Owner or Manager have access to the checklists and forms in system setup under patient. If you have the role of Owner or Manager you will be able to make forms Active or Inactive, and what is chosen on the default Intake and the verbiage of each form.
Under Utilities - System Setup - Patient - Forms -
Active = Forms you want to be Active and able to use and send to patients
Intake = If Intake is checked it will Auto check them on the Send New Patient Link pop up
You have the ability to customize each forms verbiage.
Send Portal Link to New or Existing patient
Click on New Patient - fill in info - Click Send New Patient Link and Create Patient
Patient must have an Email to Send New Patient Link
Another way to send Link - Search and pull up the patient - click on Wand and Edit Information - click on Utilities and Send Patient Portal Link
Click Send Patient Portal Link - Confirm email address and OK
Check mark all information you would like collected. Uncheck all options if you are just granting access to patient portal.
Email Sent to Patient
Patient will click "here" to create a portal log in and fill in the health history
Patient will enter in Email address and create a Password
Log in and under My Task List click on Name of the documents to open.
Each Document has the information necessary to explain to the patient what they are signing along with the section at the bottom for the patient to electronically sign.
Under the patient attachments, any forms the patient completed in the portal will appear here.
If a patient is sent forms to the patient portal and they are not completed, they will automatically appear when they are signing into the kiosk for them to sign at the office.
Accessing Forms for in-office signatures
Accessing Forms to Send to Portal and Kiosk
Patient menu - Patient Utilities - then Forms
Once the forms are signed on the kiosk, they will appear under the patients attachments.
Removing Forms from the kiosk
From the Patient Menu - Edit information - Patient Utilities - Patient Portal
Under the Patient Utilities - if you see Patient Portal with no email, then the patient has not established a portal log in yet.
If under Patient Utilities - you see an email listed, that means the patient has established a Patient Portal.
If a New Patient only filled out the Case History and no forms on the Patient Portal, you can have them check in on their New Patient visit under the check in only option which will bring up the forms they did not complete.