Matching a form response with a patient in your database

When viewing form responses, you can match a form response with a patient in your practice management database and merge the form information.

To match a form response with a patient in your database

1.   Log in to Patient Engage.

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 Responses.

5.   Click the View button next to the form response you want to view.

6.   In the top right corner, click Match Patient.

7.   In the Match Patient window, select the patient you want to match, and then click Confirm Match.