Save time with patient paperwork by setting up forms to be sent out automatically based on patient status or time period.

In this article, you'll learn about:

Please note that you can always send out a manual forms request at any time, even if the automated forms are turned on.

Watch this short video to learn more about how to set up automated forms:

When you access the Forms tab in Engagement Settings, you will see a column titled, Existing Patients. This column includes a drop down menu that allows you to choose when forms are available to be completed by the patient once the form is delivered.

Manual Only

The form will only be sent to patients if a team member sends the form manually. It will never send automatically.

Optional: Patient Choice

Patients will always have the choice to fill out the form when they receive a forms filling request. When this option is selected the form will be sent out with every automated forms request.

Required: Once

Every patient will be required to fill out the form once through Engagement [Modento]. It will be marked as required for every visit until it is completed. Once the form has been submitted at least once, Engagement [Modento] will not ask for it automatically again.

Required: Every visit

Every patient will be sent the form for every appointment. However, Engagement [Modento] will not send the form twice for appointments that are within 24 hours of each other. When this option is selected the form will be sent out with every automated forms request.

Required: Every 6 months, cannot be updated between intervals

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, Engagement [Modento] will require the form to be filled out at the next appointment scheduled 6+ months after the date they originally filled out the form.

Required: Every 6 months, patient can update sooner

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form is required to be filled out at the next appointment scheduled 6+ months after the date they originally filled out the form. Patients will always have the choice to fill out that form when they receive a forms filling request. When this option is selected the form will be sent out with every automated forms request.

Required: Every year, cannot be updated between intervals

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 12+ months after the date they originally filled out the form.

Required: Every year, patient can update sooner

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 12+ months after the date they originally filled out the form. Patients will always have the choice to fill out that form when they receive a forms filling request. They can update this form at any time if they utilize the patient app. When this option is selected the form will be sent out with every automated forms request.

Required: Every 2 years, cannot be updated between intervals

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 24+ months after the date they originally filled out the form.

Required: Every 2 years, patient can update sooner

Engagement [Modento] will require the form to be filled out by the patient at their next appointment. After the first time a patient fills out the form, it will require the form to be filled out at the next appointment scheduled 24+ months after the date they originally filled out the form. Patients will always have the choice to fill out that form when they receive a forms filling request. When this option is selected the form will be sent out with every automated forms request.

Required: When medical update due, cannot be updated between intervals

When a health history has not been submitted through Engagement [Modento], it will require the form to be filled out X months after the patients last completed appointment in the PMS. X is the number input into this field:

Once a health history has been submitted through Engagement [Modento], it will require the form to be filled out for the next appointment scheduled X months after the patient last completed the Health History form in Engagement [Modento]. This date is calculated off of one completed Health History form in Engagement [Modento]. This option will not work if you use a separate form for Medical History Updates

We do recommend that this only be used for the Health History form. Any other form that has this option selected will be required whenever the Health History form is required. This means that if they submit one form marked as “When Medical Update Due” but did not complete the medical history, Engagement [Modento] will still require that form again until the medical history has been filled out

Required: When medical update due, patient can update sooner

When a health history has not been submitted through Engagement [Modento], it will require the form to be filled out X months after the patients last completed appointment in the PMS. X is the number input into this field:

Once a health history has been submitted through Engagement [Modento], it will require the form to be filled out for the next appointment scheduled X months after the patient last completed the Health History form in Engagement [Modento]. This option will not work if you use a separate form for Medical History Updates.

We do recommend that this only be used for the Health History form. Any other form that has this option selected will be required whenever the Health History form is required. This means that if they submit one form marked as “When Medical Update Due” but did not complete the medical history, Engagement [Modento] will still require that form again until the medical history has been filled out.

Patients will always have the choice to fill out that form when they receive a forms filling request. When this option is selected the form will be sent out with every automated forms request.

Available ONLY during check-in window

The form will only be sent automatically to patients with the Check-In Request Notification or with Reminders set up to send within the check-in request window. The forms will also be available on the kiosk for patients to fill out when checking in via the kiosk.

Once forms have been automated with rules, these forms will be sent with specific Automated Appointment Communication messages when they are enabled in your Settings. Here is a list of the automated appointment communication messages that will include forms:

Keywords: setup, setting up, set-up, getting set up, getting started