Our forms have been created and reviewed with practices in mind, to ensure that we are collecting the information practices need. Using our standard forms in Engagement offers the most streamlined and professional experience for your practice. Our forms are carefully designed to integrate seamlessly with your Practice Management Software (PMS), ensuring that essential patient information is automatically updated, and health alerts are properly mapped.
In contrast, customized forms come with limitations, such as lack of PMS writeback, potential errors, and formatting issues, which can affect both efficiency and appearance. By using our standard forms, you’ll save time, reduce errors, and maintain a polished, professional look for your patients.
Benefits of Using Our Standard Forms
Seamless Integration: Our New Patient and Contact Update forms automatically sync with your Practice Management Software (PMS) when appropriate, updating key information such as name, address, email, phone number, and other essential patient details.
Designed for Your Practice: Our Health History form is specifically designed to gather the relevant information your practice needs, efficiently mapping health history data to alerts within your PMS.
Professional Quality: Our forms are meticulously reviewed for accuracy, ensuring they are free of typos and grammar issues, with a professional appearance throughout.
Optimized for PMS: Some forms, like our Health History form, are uniquely compatible with systems such as Eaglesoft, allowing for direct integration and updates. This is exclusive to our forms.
Considerations for Form Customizations
Should you decide to customize our standard forms, it's important to consider the following impacts:
Limited PMS Integration: Custom forms do not integrate with your PMS in the same way our standard forms do, meaning certain information will not automatically sync.
Potential for Errors: Custom forms often contain typos or grammar issues that we are unable to correct due to liability concerns. This could affect the professional appearance of the forms to your patients.
No Health History Mapping: Custom Health History forms do not support writeback or mapping of important health alerts (e.g., medications, conditions, allergies), which could result in missed alerts for your practice.
Formatting Issues: Custom forms may require manual copying and pasting, which can result in formatting issues that affect the overall aesthetic and professionalism compared to our standardized forms.
Review Our Standard Forms
To help you get a better idea of what our standard forms look like in Engagement, we’ve provided a PDF preview of our most frequently utilized forms. This document showcases the layout, formatting, and professionalism of our forms, so you can see firsthand how they will appear to your patients.
Click on the attachment below to download it and then preview each form.