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Processing Forms

  • Assigning Forms

    Forms 2.0 improves on the convenience of digital forms by allowing practices to assign forms to individuals or families.

    Patients must have a valid email address or phone number and date of birth before they can be invited to fill out their assigned forms.

    To assign a Form or packet:

    1. Open the Forms area.
    2. Under Patients, select Assignments.
    3. Using the search field, locate the patient.
      Note: If the patient is a dependent, you can also navigate to the Responsible Party.
    4. Click Add Forms and select your method for adding a form.

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    5. If adding a form from the Library, you can select packets or individual forms.
    6. Confirm your choices by clicking Save Changes.
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    7. Click Send/Fill Forms and select your method for having the patient complete their assigned forms.

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  • Processing Form Submissions

    To Review a form submission:

    1. Open the Forms app

    2. Under Patient, click Submissions.

    3. Select a form submission.

    4. Link to a patient (if needed).

    5. Select the PMS User that is reviewing the Form.

    6. Select the PMS location where you’d like the Form to upload.

    7. Review a PDF and choose to either: 

      • Dismiss 

      • Download a PDF

      • Accept and Sync to PMS

  • Auto Sync

    Practices can Auto Sync Forms directly into their practice management system (PMS) with Forms 2.0! This feature is available within the settings for any new or existing form. 

    To enable auto sync:

    1. Open the Forms area.
    2. Under Settings, select Forms.
    3. Either:
      • Create New Form or 
      • For an existing form, open Settings.
    4. Scroll down in Settings to Auto Sync and toggle on/off.
    5. Select the PMS User.
    6. Select the PMS Save Location.
    7. Save Changes.

    If a form is used across multiple locations you will need to specify the default PMS user & folder for each location.

  • Patient Experience

    Patients can easily fill out their forms online via the Forms Patient Portal. The forms patient experience includes:
    • Improved workflow for responsible parties to complete forms for themselves and dependent(s)
    • Mobile optimized experience - patients can complete forms via tablet or phone
    • Secure web portal to ensure other parties cannot sign in or view their forms

    Patients have 2 paths by which they will fill out forms:

    1. Receiving an invite from the practice
    2. Clicking a public link to a form or packet

    Receiving an invite from the practice

    Once invited by the practice patients will receive an email invitation to complete Forms online. 

    PatientExperience1.png
    The patient will be prompted to verify their email and DOB. Once they verify and continue they will receive a new email with a 1 time link that will take them into their forms portal where they can complete assigned Forms.
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    • This portal has an idle time-out of 60 minutes. After time-out, patients will be redirected to the login page to reverify their information.
    • Completed forms cannot be viewed by the patient.
    • Forms cannot be partially filled out and saved. If a patient exits a Form without submitting, any data entered on that Form will be lost. If a patient selects the "Cancel" button on a Form there will be an alert letting them know they will have to start that form over.

    Once they’re logged in to the portal the patients will see a list of the forms that have been assigned to them as well as any of their dependents who have that patient listed as their responsible party.

    PatientExperience3.png

    Clicking a public link to a form or packet

    Patients can also fill out forms by clicking a link to a form or packet. When a patient clicks on a public link, they will be routed to the portal and be prompted to enter their information to start. 

    PatientExperiencePublicLink.png

    Upon entering their information RevenueWell will send the patient a link to get into their forms portal to fill out the form or packet in question.

    PatientExperiencePuublicLink2.png

    If the patient is a Responsible Party they will be prompted to select which family member(s) they need to fill out the form or packet for.
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    For compliance reasons we don’t allow Responsible Parties to fill out forms for dependents who are 18+ until consent has been received.

  • 18+ Dependents

    Practices will see an alert (1) when going to a Responsible Party's assignment page indicating that there is an 18+ dependent who they need to take action on in order for forms to be assigned or filled out for that dependent. There will also be an alert next to the specific dependent (2).

    If the practice acknowledges that they have received consent for the RP to manage that dependent's forms by checking the consent box (3), then they will now be able to assign forms as normal to that 18+ dependent. This will also make it so that when the RP goes to their forms portal they can now see that it is dependent.

    If the patient wants to be independent and manage their forms, the practice must make the appropriate changes in the PMS first. After doing so, that patient will sync back to RW, and when viewing the assignments page for the patient the practice will no longer be redirected to the RP, but rather see the normal screen for a typical adult patient.

    If the patient has given consent, a green consent icon will then appear next to their name (4).
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  • Demo Videos