How to use and edit Built-In Forms
RevenueWell Forms include 3 Build-In forms that offer the ability to edit to best gather the information that you office needs!
The 3 included Forms are:
- Patient Info
- Insurance Info
- Health History
To edit these forms, follow the steps below:
Settings > Patient Forms
(1) Clicking on the “Preview Form” link opens a window with a preview of what the form will look like on the iPad.
(2) Clicking on the The “Display Options” link opens a window that allows the user to configure where this form is displayed.
- Display this form when patient clicks on email invitation: This setting controls whether the form will be displayed to patient when they click a link generated from the Merge Field.
- Only display this form to responsible parties on the account: When this setting is unchecked, the form won’t be displayed to dependents on the account. This is useful for financial policy consent forms etc.
- Display this form only to new patients: Checking this box will only display the form to patients when they’ve clicked the link in the Welcome Packet.
- Display this form on your public Online Forms page: This setting controls whether the form gets displayed on the patient’s Public Online Forms link.
Clicking the “Edit Form” link brings up a modal window that’s different depending on what form the user it trying to edit.
Editing The Patient Information Form:
- The “Visibility” switch for each field controls whether the question is displayed on the form
- The “Answer required” switch controls whether the answer to the question is required on the form
Editing The Insurance Info Form
The Insurance Info form is configured in a similar way to the patient information form:
- The “Visibility” switch for each field controls whether the question is displayed on the form
- The “Answer required” switch controls whether the answer to the question is required on the form
Configuring The Health History Form
The contents of the Health History form may sync directly, depending on the user’s PMS. The only thing that the user can control is page placement of different sections of the Health History form on the Online vs. the iPad Experience.
