Completing patient forms

Patients can complete forms online prior to or during their visits. The patient can open the online portal from his or her appointment reminder by using the button (with email messages) or link (with text messages) provided. You can also open the patient's portal on a practice-owned mobile device.

Note: The Web address for a patient's online portal is unique to a given patient. Each patient must open the online portal using the link (or button) that is specific to his or her record.

To complete a patient form (patient does this)

When the patient portal opens and lists the forms that are due for that patient, the patient clicks (or taps) Begin to complete the forms.

Notes:

• If a form submission triggers an update of a patient's demographics, applicable entries appear in the Audit Log. The Details column contains "Form Write-back" and what information was written to the database.

• If a form submission triggers a medical alert to be added to a patient's record, an applicable entry appears in the Audit Log. The Details column contains information regarding the added medical alert (current functionality) and "indicated by patient via forms."

• If a form submission triggers a medical alert in a patient's record to be updated (text is appended to the note of an existing medical alert), an applicable entry appears in the Audit Log. The Details column contains information regarding the updated medical alert (current functionality) and "indicated by patient via forms."