Managing Completed Forms

Step 1:

A patient will be able to submit a form to your practice by accessing the URL, filling out the appropriate fields, and clicking ‘Submit’.

Step 2:

Once the Form submitted, it will arrive in the Inbox with a purple banner, labeled as a "Form."

Step 3:

You can then choose one of the following common actions:

  • ‘Send Item’ to the patient’s chart in connected EHR
  • Route to a queue or person under ‘Actions’
  • Tag the item for another user to take action
  • Fax or text to a referral practice or physician