Form properties affect who sees your forms and where those forms are made available to patients. To better understand which forms properties to choose, please refer to the chart below:
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Form Properties
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| Display this form when a patient clicks on email invitation and in the Patient Portal |
- Check to include the form on the link that is included in the Welcome Packet
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| Only display this form to responsible parties on the account |
- This option is only displayed when the "Display this form in the Patient Portal" checkbox is checked
- When this option is checked, then the consent form is only displayed to responsible parties on the patient portal
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| Display this form only to new patients |
- Check and form will only be available to patients that open the embedded link in Welcome Packet
- Note: the checkbox "Display this form on your online forms page" must also be selected
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| Display this form on your Online Forms Page |
- Check to display form on the public online forms page
- Note: This checkbox is unchecked by default.
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| Auto-populate existing patient information |
- Check and RW will populate applicable fields within the form from existing information
- Patient info will pull directly from the PMS patient records
- Insurance Info and Health History will pull from previous forms filled out via RevenueWell Forms
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