Are you ready to say goodbye to endless charts, files and paperwork? Engagement digital forms and consents make it easy for your office to go paperless.
Before you begin sending forms and consents to your patients, make sure that you've set them up to meet the needs of your practice! Check out these helpful guides to learn more:
Watch this short video to learn how to send forms and consents to a kiosk in your office or directly to your patients via text or email:
Click here to learn more about the patient experience when receiving and signing forms and consents.
Looking for additional answers to your burning questions about forms and consents? Check out our Forms and Consents Webinar!
Send a Form and/or Consent to a Patient
Via Text or Email
Click on the Patients dashboard from the Engagement left side menu
Locate the patient that you would like to send the forms to, then click on the three dot menu next to their name
Select Forms, then click on Prepare forms and consents
Make the following selections:
Choose to send the forms to the patient or a family member (Sending to a kiosk? Learn how to send forms to a kiosk here)
Select the delivery channel (Auto, Text, or Email). Select the checkbox to send an emailed copy of completed consents to the patient once they've been submitted
Outstanding forms that are currently due for the patient will automatically be selected to be sent. Click the Add Form or Add Consent buttons to add any additional paperwork that is needed (Tip: Click the green 'X' bubble to remove a previously selected form. Click on the green magnifying glass to preview the form/consent, or click on the pencil icon to mark the document as completed outside of Engagement [ie paper copy]).
If adding a consent: A yellow + icon indicates that that a consent placeholder requires a patient value. Enter the placeholder value and then click the blue Save button
Once the placeholder has been added, the + icon is now green, indicating that no additional values are needed for this consent. Click on the green magnifying glass icon to preview the consent with the entered value added
The consent will open in a new window for you to preview with the placeholder value shown as entered (close at any time)
Returning to the Engagement task window, select the Preferred language (English or Spanish)
Select the Minor version checkbox if preparing forms for a patient who is a minor
Check Save Defaults box if you want any changes made to be saved for you specifically for future use
Check Global Defaults if you are an Admin user and want these selections to be applied globally for all Engagement users
Click to Send and Close to close the window after sending or click Just Send to keep the window open
To a Kiosk
If you are sending patient forms/consents to a kiosk for a patient to fill out in person when they arrive at your office, it's important to ensure that patient confidentiality is maintained while in a public setting. Engagement provides you with the settings needed to keep patient documents safe and secure.
From the Prepare Forms and Consents window, select the Kiosk bubble to deliver the patient's forms to a kiosk
Next, select the kiosk device that the patient will be completing their forms from by clicking on the dropdown list
Next, choose to select any of the following options:
Present as a QR code: Selecting this option will show a QR code on the kiosk that the patient can then scan with their phone and complete their forms directly from their phone instead of at the kiosk, allowing you to free up your kiosk for another patient
Authorize kiosk access with patient initials (recommended): Selecting this option will require the patient to enter their initials prior to accessing the forms that you've sent to the kiosk. Tip: To be sure patient information is kept secure across Engagement kiosks and users, select Save as Global Defaults to ensure this box is always selected when a user sends paperwork to a kiosk
Send an email copy to a patient (applies to consents only): Selecting this option will send an emailed copy of any completed consents to the patient once they've been submitted
Continue on with Step #5 above to finish sending forms/consents to patients!