Forms introduction

Patient forms and requisitions are under the forms tab, also listed on the reference panel. Most forms will pull in the patient and requesting practitioner information automatically, so only needing to check off and fill applicable information to the form.

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• Creating motor vehicle accident (MVA) forms

  To complete MVA claim forms, specific forms will need to be generated followed by a third-party invoice. Creating invoices for MVA claims is the same as billing any third party. Click here to review third party billing. Create the third-party ...

• Form responses

  The Response Required feature helps streamline the process of tracking patient compliance and follow-up. It ensures that patients complete requested tests within an appropriate timeframe and helps identify when additional follow-up may be needed. ...

• Confidential forms

  Marking a form as Confidential is strictly for exporting purposes and will NOT hide the form. Open the patient chart. Click the forms tab. Highlight form from the list. Select the confidential checkbox.

• Charting module

  The charting module contains all patient charting information: chart notes, scanned documents, problems, medications, forms, letters, referrals, worklists, and, if the features are enabled, patient messaging and treatment plans. Open the charting ...

• Printing multiple payer invoices

  Whether printing the invoices from the invoice entry window or the account summary window, when print is selected, a select payers window will pop up. Click on the payer to highlight all payers to print the invoice for and click ok. Here is an ...