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.

  • The link to the online portal is valid for seven days or until the associated forms have been completed, whichever comes first. After that, you must generate a new link if the patient still has not used the original link provided.

To complete a patient form (patient does this)

  1. The patient clicks the link in the text message (or button in the email message) he or she receives.

    The patient forms portal displays the option to enter a birth date.

  2. The patient enters his or her birth date and then clicks Verify.

  3. The patient portal 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."

  • After successful submission of the forms, the link to the portal becomes expired to prevent future authentication attempts.