Assigning and completing intake forms
- Log into the intake forms app using the device intended for the patient to use.
- Search for a patient using at least three characters of their first name, last name, chart number, or PHN.
- Select the correct patient.
- Click add forms.
- Select
the applicable forms to add for the current patient.
- Click
assign forms.
All
assigned forms, new or incomplete, will appear on the list for the patient to
fill in.
- Click
the start form completion button (if there are incomplete forms, the button
will be ‘resume form completion’).
- If
a form was added incorrectly, click the red ‘X’ to remove it prior to clicking
start or resume forms.
*Note, if you attempt to remove a form that has been partially
completed, a warning will appear (if you remove a partially completed form, the
data will still be visible in HQ, but the patient will no longer be able to
complete the form).
The device
is ready to hand over to the patient for completion.
Completing intake forms on the app
Patients
will receive the device with a screen like the example shown below.
The patient
will click the start button, the intake form(s) titles will appear, click
continue to start filling them in.
Complete
all the questions as required, click next if there are more pages to complete.
Click
submit when the form is complete. Any mandatory questions that were missed will
be highlighted in red before they can be submitted. Once the submission is
successful, the screen below will appear.
The intake
forms that were completed will now be available to view on the charting module
for staff and practitioners.
Note: The requirement to login
after the patient completes the form is a security feature. Patients
should not be able to access the employee dashboard and look up other patients;
employees will have to log in after the patient is finished.
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