Reviewing patient forms

When a patient completes a form with the provider review workflow enabled, a provider can review information, such as clinically relevant information, on that form and mark it as having been reviewed.

To review a patient form

Do one of the following:
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under Clinical, click (or tap) Chart.
    
    The patient's clinical record opens with the Chart tab selected.
  On the Chart tab of a patient's clinical record, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under General, click (or tap) Overview.
    
    The patient's Overview page opens.
  On a patient's Overview page, the Patient Forms box displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under General, click (or tap) Overview.
    
    The patient's Overview page opens.
  3. Click (or tap) the title bar (at the top) of the Patient Forms box.
    
    The patient's Patient Information page opens with the Patient Forms tab selected.
  On the Patient Forms tab of a patient's record, the patient forms that are associated with the patient's record appear. If a form has a "Review Needed" Status, click (or tap) the form's View icon in the Actions column.
- How to get there
  1. On the Schedule menu, click (or tap) Calendar.
    
    The Calendar page opens.
  2. Click (or tap) an appointment.
    
    The Appointment Information panel opens.
  While viewing a patient's appointment, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. On the Schedule menu, click (or tap) Unconfirmed Appointments.
    
    The Unconfirmed Appts page opens.
  While confirming a patient's appointment, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Done" or "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
The completed form appears in the Review Form dialog box.

Note: If you need to resend the form, click (or tap) Resend Form, and ignore the remaining steps; otherwise, complete the remaining steps.
Review the information on the form.
From the Reviewing Provider list, select the reviewing provider.
Click (or tap) Reviewed.