With online forms, your clinic can securely collect information from prospective or existing patients. The information that a prospect or patient provides on such forms can then be reflected automatically in a new patient file, or in the patient's existing file. The forms, once submitted back to the clinic, can be reviewed, processed, and archived by clinic staff. Online forms requests can be sent to email addresses of prospects, patients, and patients' alternate contacts; alternatively, they can be sent to appropriately configured clinic tablets, to be completed at the clinic.
Your clinic can use online forms in a number of ways:
Your clinic can get started with online forms by using any of the online form templates that come with Blueprint OMS. These are region-specific; the US forms are listed below.
To learn how to set up custom online forms, see: Creating online form templates: PDF and Creating online form templates: Word.
The recipient will receive a secure link to the forms on request in an email as below. The email template is customizable in the Setup > Online forms > Settings menu, and user can add individualized messages in specific forms request.
If the forms request is for a patient who has a date of birth on file, the recipient will be asked to enter the patient's date of birth in order to proceed to the forms. The wording will take into account whether the recipient is the patient or the patient's alternate contact.
If the recipient has authenticated with the patient's date of birth, then a suitably configured form will pre-populate existing information about the patient. For a QuickAdd with no date of birth on file, existing information will not pre-populate. The patient will be able to complete, sign, and submit the forms on request.
Once the clinic receives the forms back, the recipient of the forms request will receive another email. The template for this email is also customizable at Setup > Online forms > Settings.
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