Page Comparison

Overview

An online forms requests typically takes the form of an email that contains a secure link to some online forms, and invites the recipient to complete and submit the online forms at the link. Alternatively, an online forms request can be sent to a tablets at the clinic, for a patient to fill out during a visit.

In Blueprint OMS, there are three places from which users can send online forms requests to patients:

• Appointments in the scheduler
• The Patient drop-down menu
• The

  Status
  title create request

   button in the Online forms module

Creating an online forms request in connection with an appointment

Appointments created by Blueprint OMS users

Create an appointment as you normally would. If the event type has one or more associated forms, you will be prompted to send a request containing those forms after hitting the

(picture - on hold until the standard online forms come out)

If the appointment type has no associated forms, you can still send forms in connection with it, but none will be pre-selected in the menu. To send forms in connection with such an appointment, right-click on the event in the scheduler and select Send online forms.

If online forms have been sent in connection with an appointment in the scheduler, that appointment will have a View forms option in the right-click menu, and the names of the forms will appear in the third column in the panel.

Appointments created by the online booking system

When an user at the clinic verifies an incoming booking, an online forms request will be emailed to the person who made the booking, if:

• The appointment type at least one associated form, which:
  
  • Isn't already included in an Incomplete forms request for the patient

  • If it has the Only required once property, hasn't been submitted by the patient yet

If an online forms request is sent, it will not contain any of the forms that are part of another incomplete request that the patient has already gotten, or that are Only required once and have already been submitted by the patient.

Creating an online forms request from the Patient drop-down menu

With a patient selected, go to Patient > Send online forms. When you are selecting the forms that will be included in the request, badges will appear beside any forms that the patient has received as part of any past online forms requests.

(picture - on hold until the standard online forms come out - include status badges for completed forms)

Creating an online forms request from the online forms panel

In the Online forms module, hit the 

(picture - on hold until the standard online forms come out)

What the recipient of an email containing an online forms request sees

Consider a scenario where we have a patient named Alice Jones, whose caregiver is named Brenda Jones, and we're sending a form named "Intake form."

If the request was sent in connection with an existing patient/QuickAdd with no primary alternate contact

If Brenda is not set as Alice's primary alternate contact, Alice will receive an email that looks like this:

(picture - on hold until the email template is finalized)

If Alice has a date of birth on file, Alice will have to authenticate using her date of birth in order to view and complete the form, which may pre-populate the existing information from her file.

If the request was sent in connection with an existing patient/QuickAdd with a primary alternate contact

If Brenda is set as Alice's primary alternate contact, Brenda will receive an email that looks like this:

(picture - on hold until the email template is finalized)

If Alice has a date of birth on file, Brenda will have to authenticate using Alice's date of birth in order to complete the form, which may pre-populate the existing information from Alice's file.

If the request was not sent in connection with an existing patient/QuickAdd

Alice or Brenda will receive the email according as whether the Blueprint OMS user who sent the request set the recipient to be Alice or Brenda. The email will be addressed to the recipient, and the same template will be used as is the request was sent in connection with an existing patient/QuickAdd with no primary alternate contact. There will be no date-of-birth authentication, and the and the form will not pre-populate any fields.