Patient Forms

In the Main Toolbar, click Forms.

Patient Forms are types of Sheets that patients can complete electronically, such as registration forms, HIPAA forms, financial agreements, and medical histories. If a form uses Input Fields, entered data can be imported into the database.

Patients can complete the forms in one of the following ways:

Any Patient Forms or Medical Histories already generated for the patient will show in this window. Images, pdf's, or other files that are in an Images category marked with a usage of Show in Patient Forms will also show.

Double-click on a row to view the document or fill it out in the Fill Sheet window. From there, you can print it, email it, have the patient fill it out, or send it to the patient's list of forms

Setup: Click Setup in the upper left corner, then select a menu option.

Add: Create a new form for this patient. All Sheets with a type of PatientForm or MedicalHistory will list to select from. Consent forms show if the option is checked above.

Note: If no custom PatientForm sheets have been created, the internal Registration Form, Financial Agreement, HIPAA, and Consent forms list by default. When at least one custom sheet PatientForm exists, internal patient form sheet types will no longer list. To get them to show, create a custom copy of each. If no custom MedicalHistory sheets have been created, the internal Medical History Simple will list by default. When at least one custom MedicalHistory exists, only custom medical histories will list.

To Kiosk: Highlight one or more forms, then click To Kiosk to put the form in the Kiosk queue. All forms waiting to go to the kiosk will have a number indicating their order in the Kiosk column of the Patient Form window. To change the order, double click on the form, then change the value in the Show Order in Kiosk field.

Kiosk(at the bottom of the main window, not this one): Launch the Kiosk on this computer to allow patient to fill out forms. Alternatively, you can control a dedicated Kiosk from the Kiosk Manager.

Copy: Create a new copy of an existing form (useful when updating information).

Import: Import completed form data into the database. See Import Patient Forms and Medical Histories.

Medical History Update

To have a patient review a previous medical history and make changes, highlight the most recent medical history and click Copy to open it. The copy will not have a signature, and it will have today's date. Print it, or send it to the Kiosk so the patient can make any changes and sign it. Changes will be saved in the new form; they will not overwrite the original. Then import the new form, or enter the changed data.