RevenueWell Forms Printer Application

With RevenueWell Forms, offices have multiple convenient options for sending documents to patients for signatures. Now, from the browser, you can have patients scan a QR code to sign documents directly on their phone. If your office is familiar with the RevenueWell Forms Printer, you can also install our newest version to email documents or copy a link to send via text message. Plus, the RevenueWell Printer allows you to add a yes/no question for patients to easily accept or reject a treatment plan.

Collect patient consent for treatment quickly and easily using the options below! ⬇️

• Offices no longer need the RevenueWell Forms Printer desktop app to have patients sign documents! If you would like to have a patient sign a document without leaving the browser, use the new workflow below:
  
  
  1. 1. On the desktop, locate the document you want a patient to sign
     2. Within RevenueWell, open Forms (2.0)
     3. Under "Patients," open "Assignments" (where they login into RW) 
     4. Select “Add/Remove Forms" → Upload Document
     5. Select the document from the shared location and upload
        
     6. Navigate back to Assignments → Select the patient you have assigned the document
     7. Select “Send/Fill Forms” and “Scan QR Code”
     8. Have the patient scan the QR Code and sign the document. 

• The old desktop and tablet applications are no longer compatible with RevenueWell Forms. If you’ve previously used the RevenueWell Forms Printer, be sure to uninstall the old version before installing the new one.

  Install the new version of the RevenueWell Printer following the steps below:
  
  

  1. Download the new RevenueWell Printer desktop application:

     • Click the gear icon in the universal wrapper.

     • Navigate to "Forms."

     • Click "Download."
       

  2. Install the desktop application:
     
     • Download and run the executable file to begin the installation.
       
     • Follow the short installation wizard.
       
     • Note: If needed, here, users can also review and edit the "Default Treatment Plan Acceptance for Enterprise Forms Printer" settings.
       • Customize the "Title of Section" and write your own "Yes/No Question." 
• To begin using the new version of the RevenueWell Printer, follow the steps below. ⬇️

  The old desktop and tablet applications are no longer compatible with the new RevenueWell Forms, but here’s the great news: your workflows are now browser-based! The new RevenueWell Printer desktop application offers the same capabilities as the old version, but now with the "Assign to Patient" send method allowing patients to sign on a tablet. This streamlined, browser-focused workflow makes managing RevenueWell Forms easier and more efficient than ever!

  1. Access the RevenueWell Printer Console:

     • Once installed, log in using your RevenueWell (RW) credentials.
       
     • After logging in, the console will show recent notifications (incoming files) and recent printed files.
       
     • Access Advanced Settings via the settings icon.
       
     • Here, users can set the interval for how often RW checks for printed files sent to an iPad for the patient to sign.
       

  2. Upload a Document:

     • Open the document you want to print and select the print option.
     • Choose "RevenueWell Printer" as the print destination.
       

  3. Select a Patient:

     • Enter the patient details to match the document to the correct patient. Useful data points include:
       • Date of Birth
       • Primary Phone Number
       • Email Address
         

  4. Treatment Plan Acceptance (Optional):

     • You’ll be asked if you want to include a treatment plan acceptance section.
       
       • Yes: Customize the question as needed.
       • No: Proceed to select a delivery method.
         

  5. Choose a Delivery Method:
     

     • Assign to Patient: This will assign the new form to the patient, making it available for filling out in the tablet experience.

       • This option is ALWAYS selected and cannot be unselected by the user.

     • Copy link to clipboard: Converts the form URL into a tiny URL for easy mobile sharing (not selected by default).

     • Email to patient: Sends an email with a link to the form (not selected by default, but prepopulated with a message, patient’s name, practice name, and form URL).
       

  6. Send the Document:
     

     • Preview: Opens the form in a browser for review.
     • Cancel: Exits the printer flow.
     • Submit: Sends the form via the selected methods and displays a confirmation message
     • Confirmation will appear in the lower-right corner and disappear after 10 seconds.