How do I use RW Printer with Forms?

RW Printer is a feature that allows you to send documents electronically to a patient instead of printing them. You can send any document to the tablet app, via email, or through a link, we generate. The patient receives the form, signs it, sends it back to you and you can review it just like other Forms that you send the patient or that are on your Online Forms page.

In order to start using this feature, you must first install the RevenueWell Printer driver. Click HERE for an article that walks you through those steps in case you have not done that yet.

Once the RW Printer is downloaded, you can get started with this feature - especially if you are wanting to send your patients their treatment plans!  You can send the form to the tablet, via email or by copying a link that can be used in any form of communication. This medium will help practices minimize the amount of exchange and surface touching, and in addition, will support the process to present treatment plans to patients when you need them to explicitly accept or reject that treatment.  

Let's get started!

Select a document to print for the patient.
You will select a document on your computer and choose to print just like you do today when printing to the tablet. This can happen from any program on the computer.

Select “RevenueWell Printer” as the print destination:

Search for and select a patient that needs to receive the document.
Some of the information fields to use data points that are most relevant when matching to a specific patient are such:
 - PMS Number (the number assigned in the PMS to the patient)
 - Date of Birth
 - Primary Phone
 - Email Address

Choose to insert the treatment plan acceptance block. 
You will be prompted to see if you want to insert treatment plan acceptance which is essentially one “Yes/No question” that gets inserted into the form between the PDF of the document and the signature section. This will only be available for the version of the form sent to the patient via email or by copying the link.
(On the tablet, this section will not exist.)

Clicking:

1. Yes - will take you to a screen to Customize Yes/No question.

2. No - will take you to Choose Send Methods. 

**This question is MANDATORY when it is added. The patient will not be able to submit the form without selecting "Yes" or "No" to answer this question.

Here is what the form will look like with the block added:

Customize Yes/No question.
You have the option of tailoring the language used in the treatment plan acceptance section. We prepopulate the language of this section with what you see displayed in the image below.

• The first box is the Title of Section and the second box is the Yes/No question.

• You have the option of customizing the defaults that show for each box so that they don’t have to change it every time if you have preferred language.
  You can change these in Settings → Patient Forms → RW Printer - Treatment Plan Acceptance.
  
  

• Clicking:

  • "Go Back" takes the user back to the patient search screen

  • "Cancel" exits the printer flow

  • "Next" takes the user to Choose Send Methods
    
    

Choose send methods:

There will be multiple send options available for this printed form:

• Send to tablet

  • This will send the form to the tablet app (current functionality)

  • This is ALWAYS selected and there isn't an option to unselect

• Copy link to clipboard

  • This will transform the URL for the form into a tiny URL to make it mobile-friendly for texting and copy it to the clipboard.

  • This is not checked by default.

• Email to patient

  • This will send a direct email to the patient with the link to the form.

  • The email is editable but is prepopulated with:

    • a message

    • the first name of the Patient

    • a signature from the practice with their Practice Name.

    • the URL for the form

  • This is not checked by default

Clicking:

• Preview - will open up a browser window so that you can see the form that will be sent to the patient

• Cancel - will exit the printer flow

• Submit - will send the form via the methods that have checkboxes selected and display the Confirmation Message

Confirmation Message

• In the lower right corner, you will see confirmation that the document was sent via the methods selected.

• This should disappear after 10 seconds

To view a quick video walk-thru, click HERE!