Through the Forms Dashboard, you can send forms directly to patients. You can also track their progress on forms and send a reminder to complete their forms before their appointment.
To get to the dashboard go to Menu and select Forms.
Sending Forms
1. To begin, select a form to send.
2. After selecting a form, it will appear in the Send Forms screen.
3. You can add more forms by selecting them on the left.
4. Next, search for the patient or patients you would like to send the forms to.
After selecting the patient, choose the method, email or text, to send them the forms. Repeat the process for other to add more recipients.
5. Once you have added all forms and patients, click Send to deliver them to each patient.
6. You will see a message that your forms have been sent.
7. Select the Dashboard tab to view the status of the forms as your patients complete them.
The information on the dashboard includes the following:
- Patient or Contact name (chosen at time of send)
- The form name
- The status of the forms
- Sent = the forms have been sent to the recipient
- In Progress = only used for multiple forms to show patient progress once at least one form has been completed
- Completed = all the forms are complete and submitted back to the Inbox
- If your appointments are synced with Updox, you will see when the recipient's next appointment is
- You can also send a reminder to the patient to complete their assigned forms. The reminder is sent by the same method (text or email) that was used when originally sending the assignment. Once the forms are completed, the Send Reminder button will no longer appear.
Note: Forms assignments will automatically drop off the dashboard after 30 days.
8. To see the status of individual forms within a group, click the (v) on the left to expand to the detailed view.
9. If the recipient needs a reminder to complete the forms before their appointment, click Send Reminder to send them an additional message to finish their forms. The reminder is sent by the same method (text or email) that was used when originally sending the assignment. Once the forms are completed, the Send Reminder button will no longer appear. You will see a Success message letting you know the reminder was sent. You will also see when you sent the reminder to the patient.
The reminder message will be delivered with the same delivery method (email or text message) as the initial sending.
10. Once the forms are submitted, the status shows Complete. The forms will be delivered to your Inbox.
