Patient Forms are types of Sheets that patients can complete electronically, such as registration forms, HIPAA forms, financial agreements, and medical histories.

In the Main Toolbar, click Forms.

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

• Directly in the form (e.g. on the operatory computer, on a tablet, etc.)
• Kiosk Manager
• Online using an internet browser
• On paper, then scanned into the Imaging Module
• eClipboard

Any Patient Forms or Medical Histories already generated for the patient will show in this window. Images, PDFs, 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.

• Sheets: Go to Sheets to customize Patient Forms, Medical Histories, or Consent Forms.
• Image Categories: Opens the Image Categories Definitions window.
• Options: Check the box to show Consent Forms in the list.
  

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.

• 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.
• Highlighting a sheet and clicking OK, or double-clicking a sheet will open the Fill Sheet window.

Kiosk: Launch the Kiosk on this computer to allow patient to fill out forms. Alternatively, users can control a dedicated Kiosk from the Kiosk Manager.

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

Pre-Fill: Create a new form using information from the database and the selected patient form. See Pre-Fill Logic section below.

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 Pre-Fill to open it. The pre-filled copy will not have a signature, and it will have today's date. Print it, send it to the Kiosk, or eClipboard, 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.

Pre-Fill Logic

• Only works with Custom Sheet Defs (see Sheets). If an Internal Sheet Def is selected for Pre-Fill, users will be prompted to select a Sheet Def type when attempting to import.
• When using Pre-Fill on forms filled out in version 22.2.1 or newer, fields will be filled from the database if available (e.g., patient information fields). Miscellaneous fields (i.e., misc sheet field type) will be copied from the previously filled out form.
• When using Pre-Fill on forms filled out prior to version 22.2.1, only database fields will be pre-filled. Miscellaneous fields (i.e., misc sheet field type) will be blank.
• Retrieved web forms will only be used to pre-fill data if the Web Form was created or updated after version 22.2.1 or greater. See Web Form Setup for instructions.
• Insurance information will only pre-fill from the database and will not be copied from previous form.
• If there are medications, allergies, and/or problems entered in the database, these values will be used to pre-fill the form. If no medications, allergies, and/or problems are entered into the database, data from the previous form will be copied.
• If sheet fields are renamed, the field cannot pre-fill from forms before the field was renamed.