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 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 App
2. Under "Patients," select "Assignments"
3. Using the search field, locate the patient
  1. Note: If the patient is a dependent, navigate to the Responsible Party
4. Click “Add Forms” and select either packets or individual Forms
5. Confirm your choices by clicking “Save Changes”
  1. Note: to modify the sort order, un-assign and update as needed
6. Click “Send Invite'' to send an email notification to the patient or responsible party
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:
  1. Dismiss
  2. Download a PDF
  3. 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 app
2. Under "Settings," select "Forms"
3. Either:
  1. "Create New Form" or
  2. For an existing form, using the three dot menu next to the 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.

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.

• 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.

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.

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.

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.

For compliance reasons we don’t allow Responsible Parties to fill out forms for dependents who are 18+ until consent has been received.
Tablet Experience
There are four paperless options for patients to fill out forms in office or chairside either on a tablet or their own cell phone:
1. Fill on this Device (tablet)
2. Send Email Link
3. Send Text Link
4. Scan QR Code
To send a patient a form:
1. On desktop, navigate to the Assignment page within Forms.
2. Use the search box to quickly find the patient and select them.
3. Ensure the correct forms have been assigned to the patient.
4. Select the "Send/Fill Forms" icon located in the top right.
5. Choose the desired delivery method
  If your office has tablet, follow the steps below to have patients fill out forms on the device in-office:
  
  Within the browser of the device, log into RevenueWell and navigate to the "Assignments" page within Forms.
  
  Use the search box to quickly find and select the patient.
  
  Click "Add Form" to assign forms to the patient.
  
  Select all forms or packets you would like the patient to complete.
  
  Click "Save Changes."
  
  Select the "Send/Fill Forms" dropdown.
  
  Click "Fill on this Device".
  
  Office will be prompted to enter Tablet Experience PIN.
  
  Options to change it or view it before proceeding.
  
  PIN also required to return to the practice-side of Tablet Experience.
  
  Click "Continue to Forms" to begin the patient experience.
  
  Hand the tablet to the patient for form completion.
  
  Patient can select "Start Form" to fill out each form on the list and submit.
  
  Select "End Session."
  
  Office can now search for a new patient.
  
  Enter the PIN to unlock the office view.
  
  Here you are able to see patients with appointments that day and search.
  
  A separate tab called "Not-Submitted" is available to see just patients who need to fill out forms.
  
  While in the tablet experience here, you can also search by patient name via the search bar.
  
  Additionally, you can assign new forms/packets without going back to the RevenueWell Assignments page by selecting the patient from the left or from search and selecting "Add Form."
  
  You can then select the forms you would like to assign and click "Save Changes."
Troubleshooting Tips: For DSO clients, ensure correct location has been selected. Additionally, ensure patients have a phone number or email address on file for form completion.
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 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 dependents' 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 own 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).
Demo Videos