Search

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.

      2024-12-16_12-01-35.png

    5. If adding a form from the Library, you can select packets or individual forms.
    6. Confirm your choices by clicking Save Changes.
      2024-12-16_12-03-07.png
    7. Click Send/Fill Forms and select your method for having the patient complete their assigned forms.

      2024-12-16_12-01-26.png

  • 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 automatically sync forms into their practice management system (PMS) using Auto Sync! This feature can be enabled in the settings of any new or existing form. 

    How 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 must specify the default PMS user and folder for each location.

  • Patient Experience

    Patients can easily fill out their forms online via the Forms Patient Portal. This 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 verified, they will receive a new email with a one-time link directing them to their Forms portal. Here, they can complete assigned Forms.
    PatientExperience2.png

    • This portal will time out after 60 minutes. If the portal times out, patients will be directed to the login page to verify their information.
    • Patients cannot see completed forms.
    • Unsubmitted forms will not be saved. If a patient exits a form without submitting it, all data previously entered will be lost.

    Once patients are logged in to the portal, they will see a list of their assigned forms 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 asked 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.
    PatientExperiencePublicLink3.png

    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).
    image__31_.png

  • Demo Videos