Page Comparison

Overview

Places Three places from which to send a forms request:

• appointment
• patient drop-down menuappointment
• Online forms > Create request
• send form URL/iFrame

Three ways to get to a form:

• be emailed a form
  • by a BPOMS user
  • by OAB system
• be linked to a form/a page that has the form iFrame
• fill out a form on a tablet

Appointments made through online appointment booking:

If the request is being sent via email and the patient or QuickAdd has a primary alternate contact, the email will go to the alternate contact's email address and be addressed to the alternate contact.

Creating a request in connection to an appointment

Appointments created by Blueprint OMS users

• Create an appointment as you normally would.
• If the appointment type has associated forms, you will be prompted to send forms upon saving the appointment.
  • If the appointment is for none patient, you'll need a recipient first name, last name, email address.
• If the appointment type has no associated forms, you can still send forms in connection to it, but none will be pre-selected in the menu.
• If an appointment on the calendar has forms sent in connection to it, there will be a "view forms" menu option, and the names of the forms will appear in the third column in the panel.

Appointments created by the online booking system

This use case will be invoked when a patient verifies their online booking and email address, AND:

• The appointment type has one or more associated forms which:

• 
  
  • Isn't already included in an Incomplete

• •  forms Envelope

• •  for the patient
  • Isn't a Permanent

• •  form that has already been completed by the patient (i.e. a privacy consent form)

Case 1: emailing patient

1. List of steps.
2. More steps.
3. And more steps.

Case 2: sending to tablet (or a computer with a browser) to be completed at the clinic

Heading 3

Creating a request from the Patient drop-down menu

• With a patient selected, go to Patient > Send online forms. 

Creating a request from the online forms panel

• Online forms > Create request
• Not associated with a patient but may be attached to a patient after receiving it back