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Send and Fill Forms

Discover our seamless, paperless ways for patients to fill out forms in-office or chairside, using either a tablet or their own phone:

  1. Tablet Experience
  2. Send Email Link
  3. Send Text Link
  4. Scan QR Code

Dive into these options and see how you can streamline the patient experience, making form completion even easier and more convenient!

The RevenueWell Tablet Experience just got a major upgrade! You can now enjoy an in-browser solution that lets you seamlessly continue your workflow right from RevenueWell—no app needed!

  • The RevenueWell Tablet Experience now provides an in-browser solution, enabling you to continue your workflow directly from RevenueWell without the need for an app.

    🔒 Security Reminder: No need to worry—when patients complete forms on a tablet browser, within the browser window patients cannot navigate away from the form without entering your practice’s secure PIN.

    When entering the Forms area, RevenueWell will automatically detect if you’re on a tablet (based on screen size) and prompt you to continue with either the Practice (Desktop) or Tablet experience.

    Additionally, you’ll now see a new Tablet tab in the Forms area, making it quick and convenient to switch from RevenueWell to the tablet experience.

    Already in the Forms Assignments section? You can also choose "Fill on this Device" from the "Send and Fill" options to continue to the tablet experience. Learn more below.⬇️
      1. In the tablet browser (such as Safari or Google Chrome), login to RevenueWell.
      2. Open the Forms application.
      3. Navigate to the Assignments page.
      4. Use the search box to quickly find the patient and select them.
      5. Ensure the correct forms have been assigned to the patient or click "Add Form" to assign forms to the patient.
      6. Click "Save Changes."
      7. Select the "Send/Fill Forms" dropdown.
      8. Click "Fill on this Device".
      1. To begin the tablet experience, you will first be prompted to verify the Tablet Experience PIN (see options here to change or view PIN before beginning).
        2024-04-23_08-33-01.png
      2. Click "Continue to Forms" to begin the patient experience.
      3. Locate the patient in the patient list if needed and click "Check In."
      4. You can now hand the tablet to the patient for form completion.
      5. Patients can select "Start Form" to fill out each form on the list and submit.2024-04-23_08-33-45.png
      6. Once all forms have been completed, the patient can select "End Session."
        2024-04-23_08-34-19.png
      7. Patients will see a screen confirming they have completed their forms. From here, the office can now scan or search for a new patient. 
      8. Enter the PIN to unlock the office view. 
      9. Here, you are able to see patients with appointments that day and search. 
        2024-04-23_08-34-48.png
      10. A separate tab called "Not-Submitted" is available for the office to view patients who need to fill out forms.
      11. While in the tablet experience, you can also search by patient name via the search bar.
      12. Additionally, you can assign new forms/packets without going back to the RevenueWell Assignments page by selecting the patient from the left or from search and selecting "Add Form."
      13. You can then select the forms you would like to assign and click "Save Changes."

    • Troubleshooting Tips: For DSO clients, ensure the correct location has been selected. Also, please ensure patients have a phone number or email address and date of birth on file for form completion.

    • Watch the Tablet Experience Demo Video below to see the experience in action. ⬇️

  • Easily send patients a link to complete their forms right from their phone, whether in the waiting room or chairside!

    To send a Forms link to patients, follow the steps below:
    1. Either on a desktop or from a tablet browser (such as Safari or Google Chrome), log in to RevenueWell.
    2. Open the Forms application.
    3. Navigate to the Assignments page.
    4. Use the search box to quickly find the patient and select them.
    5. Ensure the correct forms have been assigned to the patient or click "Add Form" to assign forms to the patient.
    6. Select the "Send/Fill Forms" dropdown.
    7. To send via email, click "Send Email Link."
      • Confirm you would like to send an invitation to the email on file by clicking "Send."2024-10-21_16-53-32.png
    8. To send via text, click "Send Text Link."
      • Confirm you would like to send an invitation to the mobile number on file by clicking "Send."
        2024-10-21_16-53-24.png
    9. Patients will then be directed to log in to the Patient Portal.image (75).png
    10. Once logged in, patients will see any forms assignments, with the option to "Start Form."image (74).png
    11. Upon completing all forms, their screen will display "Completed" next to each form along with a banner at the top of the page confirming they have completed all their assigned forms. image (73).png
    12. Once a patient has clicked "End Session" they will see a thank you message and confirmation that all forms have been successfully submitted.
      • Patients can also return to the Patient Portal login page if needed. image (72).png
  • Allow patients to conveniently fill out their forms on an office tablet or their phone by scanning a unique QR code assigned to their forms!

    To use a Forms QR code, follow these steps:
    1. Either on a desktop or from a tablet browser (such as Safari or Google Chrome), log in to RevenueWell.
    2. Open the Forms application.
    3. Navigate to the Assignments page.
    4. Use the search box to quickly find the patient and select them.
    5. Ensure the correct forms have been assigned to the patient or click "Add Form" to assign forms to the patient.
    6. Select the "Send/Fill Forms" dropdown.
    7. Click "Scan QR Code".
    8. Scan the generated QR code on a tablet or patient cell phone.
      qrcode.png 
    9. Once the QR code has been scanned and opened, patients will see their form assignments.
    10. Patients can "Start Form" to fill out any new form assignments.  
    11. Once all forms are complete, click "End Session."
      fillingout.png
    12. The patient will then see a screen confirming their forms have been submitted.
      1. If on an office device, from here, the office has the option to return to the login page.  qrcodethanks.png

      If you need a patient to sign a document like a proposed treatment plan from their device, check out our RevenueWell Forms Printer Application article. It offers clear, step-by-step instructions on uploading documents and generating a secure QR code for easy patient signatures.

  • You can also assign forms using Messenger Quick Links! This method sends the form directly to your patient and ensures completed submissions automatically sync with your system—making the process faster, easier, and more organized for your team.
    1. Open Messenger.
    2. Click the Inbox.
    3. Select your desired conversation.
    4. Click the quick links shortcut button (lightning bolt).
    5. Choose Insert Forms Link.
      • Forms: Choose a single form to assign.
      • Packets: Choose a packet to assign.
    6. Choose the form or packet you’d like to send. The patient will receive a link and be assigned the selected form(s) to complete.
      2025-05-01_18-03-18.png