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.

Notes:

• 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.

• For questionnaires, patients whose records do not have Spanish as their preferred language will see the English versions. Patients whose records have Spanish as their preferred language will see the Spanish versions, and the user interface, such as buttons, will be labeled with Spanish text.

• For consent forms, patients whose records do not have Spanish as their preferred language will see the English versions. If Spanish versions have been set up, patients whose records have Spanish as their preferred language will see the Spanish versions, and the user interface, such as buttons, will be labeled with Spanish text; otherwise, they will see the English versions, but the user interface will still be labeled with Spanish text.

To complete a patient form (patient does this)

1. To sign in, the patient enters his or her Last Name and Date of birth and then clicks (or taps) SIGN IN.

   

   If this is the first time that the patient has used the portal, the Terms of use appears. Otherwise the patient skips step 2.

   

   Note: The terms of use is available in English only, even for patients whose records have Spanish as their preferred language.

2. The patient reads the terms of use, selects the I agree with these terms checkbox, and then clicks (or taps) Save.

   Note: To proceed, the patient must agree to the terms of use.

   The completed forms and the forms to be completed appear.

   

   Note: If a form was completed previously but has since expired, when the patient starts the form again, the new form is populated with the previous responses, so the patient only has to review the information and make updates as needed.

3. To start the first available form, the patient clicks (or taps) GET STARTED.

   Note: The patient can click (or tap) any form to view and then start it.

   

4. The patient fills in the appropriate information.

   If the form has multiple sections, as the patient completes a section, he or she must click (or tap) Next to navigate to the next section until the last section is reached.

   

   If the form has a Signature area, the patient can sign his or her name using a mouse or a finger (on touch-enabled devices only).

   

5. The patient clicks (or taps) Save.

   Notes:

   • To close the form, the patient can click (or tap) the Back to Forms button . However, if the patient signs out of the portal, any unsaved information will be lost.

   • The patient will be logged out of the portal automatically if there is no activity for 10 minutes (on an office-owned device) or 30 minutes (on the patient's personal device).

6. When the patient completes and saves a form, the next one starts automatically. The patient repeats steps 4 - 5 as needed for each form.

   A message appears when all forms are complete.

   

7. The patient clicks (or taps) Sign out.