Patient Forms are types of Sheets and eForms 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 forms in one of the following ways:

• Via the Kiosk Manager (sheets only)
• Via Web Forms (sheets only)
• On paper, then scanned into the Imaging Module (sheets recommended)
• Via eClipboard 24 (sheets only)
• Via eClipboard 25 (sheets and eForms)
• Via eClipboard Web (sheets and eForms)

Any Patient Forms or Medical Histories already generated for the patient show in this window. Images, PDFs, or other files that are in an image category marked with a usage of Show these documents in Patient Forms window also show.

Double-click on a row to view, edit, or fill the form in the Fill Sheet or Fill eForm window. Double-click a Document to open the document in the Imaging Module.

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.
• eForms: Open eForms to customize or add forms.
• Image Categories: Opens the Image Categories Definitions window.
• Options: Check the box to show Consent Forms in the list.
  

Sort Options

Sort forms by: Select the order in which to sort forms. Select from:

• Date / Time: Forms are sorted chronologically.
• Description, then Date/Time: Forms are sorted alphabetically. If multiple forms have the same description, they are then sorted chronologically.

Patient Forms and Medical Histories Grid

The Patient Forms and Medical Histories grid displays forms filled out by or queued for the patient.

Columns:

• Type: Displays the type of form. Documents (from the Imaging Module), Sheets, or eForms.
• Date/Time: The Date time of the form. This defaults to the date and time the form was originally created or filled out.
• Kiosk: The order the sheet is queued for the kiosk or eClipboard.
• eClipboard: An X displays for eForms queued for eClipboard.
• Description: Defaults to the name of the form.
• Updated: The date and time the form was last edited.
• Image Category: Only displays when a document from the Imaging Module is added. Displays the image category where the document is located.

Form Options

Add eForm: Add a new eForm. The eForm Pick window opens.

Sheets: The following buttons are specific to Sheets:

• Add Sheet: Select from available Sheets to create a new form for this patient. The Pick Sheet window opens.
• Kiosk: Launch the Kiosk on this computer to allow patients to fill out sheets. Alternatively, users can control a dedicated Kiosk from the Kiosk Manager.
  • All sheets waiting to go to the Kiosk or eClipboard have a number indicating their order in the Kiosk column.
  • To change the order, double-click the form to open the Fill Sheet window, then change the value in the Show Order in Kiosk field. To remove the sheet from the queue, clear the number from the field.
  • If the form has a required signature field, the Kiosk order cannot be removed or altered. The form must be deleted and sheets re-added in the proper order.
• 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.
• Pre-Fill: Create a new form using information from the database and the selected patient form. See Pre-Fill Logic section below.

Medical History Sheet Update

To have a patient review a previous Medical History Sheet and make changes, highlight the most recent Medical History Sheet and click Pre-Fill to open it. The pre-filled copy does not have a signature and does have today's date. Print it, send it to the Kiosk, or eClipboard, so the patient can make any changes and sign it. Changes are saved to the new form; they do not overwrite the original. Then import the new form, or enter the changed data.

Pre-Fill Logic for Sheets

• For sheets, only works with Custom Sheet Defs (see Sheets). If an Internal Sheet Def is selected for Pre-Fill, users are prompted to select a Sheet Def type when attempting to import.
• Fields are filled from the database if available. Miscellaneous fields are copied from the previously filled out form.
• Insurance information only pre-fills from the database and cannot be copied from previous form.
• If there are medications entered into the database, these values are used to pre-fill the sheet. If no medications are entered into the database, data from the previous form is copied.
• Problems and allergies in the database are pre-filled. Problems and allergies not in the database are not pre-filled. Inactive problems and allergies are pre-filled as No.
• Any change to the sheet or eForm that updates the RevID number requires the form to be filled out again before it can be used for Pre-Fill.