After you have created and published online forms, you can change the publishing and notification settings associated with those forms.
To change online forms settings
2. In the main navigation pane on the left, click Communications.
3. Under Communications, click Online Forms.
4. Click the chevron symbol, and then click Form Manager.
5. Hover over the form whose settings you want to configure so the menu icons appear, and then click the Settings icon.
5. Make the needed changes to the Form Publishing settings:
· Show form ONLY to patients who meet specific criteria - When set to Off, the form is published to all patients.
· Limit ways in which your patients access forms - When set to Off (recommended), patients can submit form responses from all channels listed. When set to On, patients can submit form responses using only the options selected under Show this form to.
6. When finished, click Publish.
7. Make the needed changes to the Form Frequency settings:
· This is a one time form. The patient fills this out once and will not need to fill it out again.
· This is a recurring form. - Specify the frequency at which you want patients to fill out and resubmit this form.
8. When finished, click Save.
9. Make the needed changes to the Response Review settings:
· Review All Responses. Indicates that you want to review the information on every form before it is added to your practice management system.
· Review Responses with Changes. Indicates
that you want to review the responses on forms that are new or different
from existing information in your practice management system. (This is
the default.)
Note: If the form is submitted
with no changes found in any of the Sync
Question fields, then this option is designed to automatically post
the form PDF to the patient's Document Center. We recommend that
you use this option ONLY if you believe the form type will not be used
to update any patient data in the database. The most common form
type would be a consent form or forms that are primarily asking for the
patient's signature. (Please remember that the Patient Demographics
Question must still be used in these forms.)
· Review None. You won't review any forms. Information on forms will be added to your practice management system automatically, even if the information changes what already exists. Using this form option does provide a warning.
10. When finished, click Save.