Ensure that the following elements have been set up and adjusted to the clinic's preferences:
See: Setting up templates, Setting up online forms, and Setting up and using tablets. |
To ensure reliable sending of forms requests, verify your domain. |
The online forms module, accessible through the Online forms option in the main toolbar, displays the clinic's active online forms requests. If the clinic uses tablets with Blueprint OMS, the online forms module will also show instances of other types of forms sent to tablets for signing.
The online forms module uses a number of visual signifiers:
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If the request is linked to a patient or QuickAdd, the journal entry documenting the request will reflect the current status of the request. |
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If an appointment is booked through the Blueprint OMS online booking system for someone with an existing patient file, the online forms request will send to the contact's email address after the contact (either the patient or the patient's primary alternate contact) verifies the booking via email. In this special case, there is no need for a Blueprint OMS user to verify the incoming booking in order for the online forms request to send. The following are the criteria used to match new bookings to existing patients:
The online forms request will include the following forms:
Once these forms are submitted, Blueprint OMS users can handle them exactly the same way as they would Blueprint OMS-user-initiated online forms requests. |
When someone on the internet arrives at a form that is available online via its URL or iFrame, that person will be prompted to enter a first and last name to start a new instance of the form. This action creates a new row in the Online forms pane, with the entered name as the recipient and Blueprint Online as the sender. The forms request will appear in Viewed status until the form is submitted. If the submitted form has the Processing required property, its status will update accordingly. In this case, the Blueprint OMS user can use the form's field data to update an existing patient file or to create a new patient file. If the submitted form does not have the Processing required property, its status will update accordingly. In this case, the Blueprint OMS user can archive the form to an existing patient's file.
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