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== Managing Patient Intake Forms ==
This guide explains how to manage, assign, edit, and review patient intake forms in the '''VEHRDICT''' platform. Intake forms are essential for collecting patient data before and during visits. This workflow is for physicians and clinical staff and covers how to assign forms, track completion, edit or delete forms, and follow best practices.
 
 
 
[[File:Vehrdict Intake Form.mp4|800px|'''Tutorial – Managing Patient Intake Forms''' – Step-by-step walkthrough of assigning, editing, and reviewing forms.]]


This guide explains how to manage, assign, edit, and review patient intake forms in the '''VEHRDICT''' platform. Intake forms are essential for collecting patient data before and during visits. This workflow is for physicians and clinical staff and covers how to assign forms, track completion, edit or delete forms, and follow best practices.


[[File:Vehrdict Intake Form.mp4|thumb|left|500px|Tutorial – Intake Forms Walkthrough]]
<br clear="all" />


=== Intake Form System Overview ===
=== Intake Form System Overview ===


The following sections are used to manage all patient-related forms:
The following areas are used to manage patient intake forms:


* '''Templates''' – Houses reusable form templates. You can modify or set templates as default.
* '''Templates''' – Houses reusable form templates. You can create, modify, or set templates as default for all patients.
* '''Intake Forms'''
* '''Intake Forms'''
** Patient – View, send, edit, or delete forms assigned to patients.
** Patient – View, send, edit, or delete forms assigned to a patient.
** Provider – Manage provider-owned forms and assignment status.
** Provider – Manage and view provider-specific forms.
* '''Form Builder''' – Drag-and-drop interface to create custom forms.
* '''Form Builder''' – Drag-and-drop interface to create custom forms.
* '''Builder CSV''' – Upload CSV files to generate structured intake forms.
* '''Builder CSV''' – Upload structured CSVs to generate forms in bulk.
* '''Library''' – View all available form templates.
* '''Library''' – View all available form templates.


{{Tip|Use the Templates section to set defaults and standardize your forms across all patients.}}
{{Tip|Use the Templates section to set standardized default forms across all patients.}}
 
 
 
=== Accessing a Patient’s Intake Forms ===


{{Accordion|
{{Accordion-item|label=Accessing a Patient’s Intake Forms|
# Navigate to '''Patient List''' from the left-hand menu.
# Navigate to '''Patient List''' from the left-hand menu.
# Use the search field or scroll to locate a patient.
# Use the search field or scroll to locate the patient.
# Click on the patient’s name to open their '''Patient Chart'''.
# Click on the patient’s name to open their '''Patient Chart'''.


[[File:Screenshot 2025-06-17 110815.png|thumb|left|500px|Accessing Patient Chart from Patient List]]
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}}


{{Accordion-item|label=Reviewing Assigned Intake Forms|
 
# In the '''Patient Chart''', select '''Intake Forms''' from the sidebar.
[[File:Screenshot 2025-06-17 110815.png|800px|'''Patient List''' – View and search all registered patients, including MRN, contact info, and DOB.]]
# Review assigned forms and their current statuses.
 
 
 
 
=== Reviewing Assigned Intake Forms ===
 
# In the '''Patient Chart''', select '''Intake Forms''' from the left-hand menu.
# Review the assigned forms and their current statuses:


{| class="wikitable"
{| class="wikitable"
Line 40: Line 47:
|-
|-
| '''Actions''' ||  
| '''Actions''' ||  
'''SEND''' – Resend to patient   
'''SEND''' – Resend the form to the patient   
'''EDIT''' – Modify contents or mark as default   
'''EDIT''' – Modify the form or set as default   
'''VIEW''' – Read-only form view  
'''VIEW''' – Preview form in read-only mode  
'''DELETE''' – Remove form from record
'''DELETE''' – Permanently remove the form
|}
|}


[[File:Screenshot 2025-06-17 110849.png|thumb|left|550px|Reviewing Assigned Forms]]
<br clear="all" />
}}


{{Accordion-item|label=Assigning a New Intake Form|
# Click '''+ Add New''' in the top-right of the Intake Forms panel.
# A modal window will appear listing available templates.
# Select one or more forms and click '''Confirm'''.


[[File:Screenshot 2025-06-17 110904.png|thumb|left|300px|Form Template Selection Window]]
[[File:Screenshot 2025-06-17 110835.png|800px|'''Patient Chart Overview''' – Access vital stats, contact info, encounters, allergies, and historical data.]]
<br clear="all" />
 
}}
 
 
=== Assigning a New Intake Form ===


{{Accordion-item|label=Editing and Viewing Forms|
# Click the blue '''+ Add New''' button at the top-right of the Intake Forms panel.
* '''Edit''': Modify form details, set as default, or remove from patient.
# A modal window will appear with available form templates.
* '''View''': Open the form in read-only mode.
# Select one or more templates to assign to the patient.
# Click '''Confirm''' to complete the assignment.


[[File:Screenshot 2025-06-17 110921.png|thumb|left|300px|Form View/Edit Interface]]
<br clear="all" />
}}


{{Accordion-item|label=Deleting a Form|
If a form was assigned by mistake:


# Click the red '''Delete''' button beside the form.
[[File:Screenshot 2025-06-17 110849.png|800px|'''Patient Intake Forms''' – View assigned forms, completion status, and perform actions like edit or view.]]
# Confirm the action when prompted.
 
 
 
=== Editing and Viewing Forms ===
 
* '''Edit''' – Open the form for editing. You may also set it as a default for all patients or remove it from an individual patient.
* '''View''' – Open the form in read-only mode for quick review.
 
 
 
[[File:Screenshot 2025-06-17 110904.png|800px|'''Select Intake Form''' – Choose from predefined form templates to assign to a patient.]]
 
 
 
 
=== Deleting a Form ===
 
If a form was assigned in error:
 
# Click the red '''Delete''' button next to the form.
# Confirm deletion when prompted.


{{Warning|Deleted forms are permanently removed and cannot be recovered.}}
{{Warning|Deleted forms are permanently removed and cannot be recovered.}}
}}


{{Accordion-item|label=Viewing Patient Overview|
 
From the '''Patient Chart''', review:
 
=== Viewing Patient Overview ===
 
Return to the main '''Patient Chart''' view to access:


* Appointment history and upcoming visits
* Appointment history and upcoming visits
* Patient vitals and encounter records
* Recorded vitals and medical measurements
* Contact details and demographics
* Demographic and contact information
* Medical history and clinical notes
* Provider notes and patient medical history
}}
 
 
 
=== Best Practices ===
 
{{Tip|Assign critical forms such as HIPAA and Consent during initial intake setup.}}
 
* Use the '''Set as Default''' option to apply forms to all new patients automatically.
* Monitor the '''Date Completed''' field to ensure timely compliance.
* Use patient messaging tools to notify patients of pending or incomplete forms.
* Periodically review templates in the Library to keep documentation current.
 
 
 
=== Related Topics ===


{{Accordion-item|label=Best Practices|
* [[Patient Documents]] – Guide to downloading and archiving completed forms 
{{Tip|Assign critical forms such as HIPAA and Consent during intake setup.}}
* [[Secure Messaging]] – Instructions for sending secure messages and reminders to patients 


* Use '''Set as Default''' to apply forms to every new patient automatically.
* Regularly monitor the '''Date Completed''' for compliance tracking.
* Use patient messaging tools to follow up on incomplete forms.
* Keep templates up to date by periodically reviewing form versions.
}}


{{Accordion-item|label=Related Topics|
* [[Documents Management]] – Guide to downloading and archiving submitted forms 
* [[Patient Messaging]] – Instructions for sending reminders and messages to patients 
}}
}}


=== Support ===
=== Support ===


For technical assistance, click '''Help''' from the main sidebar or contact your administrator.
For technical assistance, click '''Help''' from the main sidebar or contact your VEHRDICT administrator.

Latest revision as of 23:09, 2 July 2025

This guide explains how to manage, assign, edit, and review patient intake forms in the VEHRDICT platform. Intake forms are essential for collecting patient data before and during visits. This workflow is for physicians and clinical staff and covers how to assign forms, track completion, edit or delete forms, and follow best practices.


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Intake Form System Overview

The following areas are used to manage patient intake forms:

  • Templates – Houses reusable form templates. You can create, modify, or set templates as default for all patients.
  • Intake Forms
    • Patient – View, send, edit, or delete forms assigned to a patient.
    • Provider – Manage and view provider-specific forms.
  • Form Builder – Drag-and-drop interface to create custom forms.
  • Builder CSV – Upload structured CSVs to generate forms in bulk.
  • Library – View all available form templates.

Tip: Use the Templates section to set standardized default forms across all patients.



Accessing a Patient’s Intake Forms

  1. Navigate to Patient List from the left-hand menu.
  2. Use the search field or scroll to locate the patient.
  3. Click on the patient’s name to open their Patient Chart.


Patient List – View and search all registered patients, including MRN, contact info, and DOB.



Reviewing Assigned Intake Forms

  1. In the Patient Chart, select Intake Forms from the left-hand menu.
  2. Review the assigned forms and their current statuses:
Column Description
Status Indicates if the form is COMPLETED or NOT COMPLETED.
Actions

SEND – Resend the form to the patient EDIT – Modify the form or set as default VIEW – Preview form in read-only mode DELETE – Permanently remove the form


Patient Chart Overview – Access vital stats, contact info, encounters, allergies, and historical data.


Assigning a New Intake Form

  1. Click the blue + Add New button at the top-right of the Intake Forms panel.
  2. A modal window will appear with available form templates.
  3. Select one or more templates to assign to the patient.
  4. Click Confirm to complete the assignment.


Patient Intake Forms – View assigned forms, completion status, and perform actions like edit or view.


Editing and Viewing Forms

  • Edit – Open the form for editing. You may also set it as a default for all patients or remove it from an individual patient.
  • View – Open the form in read-only mode for quick review.


Select Intake Form – Choose from predefined form templates to assign to a patient.



Deleting a Form

If a form was assigned in error:

  1. Click the red Delete button next to the form.
  2. Confirm deletion when prompted.

Warning: Deleted forms are permanently removed and cannot be recovered.



Viewing Patient Overview

Return to the main Patient Chart view to access:

  • Appointment history and upcoming visits
  • Recorded vitals and medical measurements
  • Demographic and contact information
  • Provider notes and patient medical history


Best Practices

Tip: Assign critical forms such as HIPAA and Consent during initial intake setup.


  • Use the Set as Default option to apply forms to all new patients automatically.
  • Monitor the Date Completed field to ensure timely compliance.
  • Use patient messaging tools to notify patients of pending or incomplete forms.
  • Periodically review templates in the Library to keep documentation current.



Support

For technical assistance, click Help from the main sidebar or contact your VEHRDICT administrator.

Retrieved from "https://www.vehrdict.com/support/index.php?title=Intake_Forms&oldid=1539"