Only users with clinical administrator rights have access to create patient forms. Contact your current Practice Administrator to have your account updated with this permission.
Consent Forms
Click Utilities.
Click Patient Forms under the Clinical Admin Tools.
Click + Forms to create a new consent form.
Enter a title and details for the consent form.
Click Save to complete the form, or click Cancel to abort the form and return to the previous page.
Edit Consent Form
Click Utilities.
Click Patient Forms under the Clinical Admin Tools.
Click on the edit icon to open the details view.
Make changes to the consent form as needed. Click Update to save the changes. Click Cancel to discard the changes.
Click on the garbage can icon to delete an intake form.
Click Yes to confirm deleting the form. Click No to cancel deleting the form.
Send Consent Forms to the Patient's Portal
Search for a patient and navigate to the Patient Dashboard.
Click on the patient's name hyperlink to open the patient's profile.
Click Patient Forms.
Select the checkbox for the consent forms you wish to send to the patient.
Click Send.
Patients will be notified via email that there are items in the patient portal that require their attention. Patients must log into the PHR to sign consent forms. All completed patient forms are saved to the Patient Documents section of the Patient Dashboard under Electronic Patient Forms.
Click here to learn more about sending patient forms from the Scheduling application!
Beginning Wednesday, October 16th, 2024, the Patient Information feature will be enhanced with a redesigned interface. Included in this update is a new workflow for sending consent forms to patients. This is a gradual release and will be fully implemented for all customers by Wednesday, October 23rd, 2024. See the updated instructions below.
Navigate to the patient dashboard and select Patient Information from the navigation menu, or click the patient's name hyperlink to open the Patient Information window.
Click Patient Forms.
The window will open on the Consent Forms tab.
Click here for information on Intake Forms.
Select the consent forms you wish to send to the patient, then click Send.
The date and timestamp indicating when the form was sent will display within the Last Sent Date column.
Once the patient completes the form on their portal, the date and timestamp indicating when the form was signed will display within the Last Completed Date column.
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