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Overview

Places from which to send a forms request:

  • patient drop-down menu
  • appointment
  • 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:

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:
    • Is appropriate for the patient type (QA / full patient)
    • 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

A tablet should first be set up for your location. See the steps at First-time setup of forms and tablets.

One request per tablet at a time.

Use the Tip macro to add tips.

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