Intake Forms: Difference between revisions

Revision as of 11:21, 17 June 2025

Managing Patient Intake Forms (Doctor's View)

This support guide outlines how providers can manage, assign, and review intake forms for their patients through the VEHRDICT portal. Visual references are provided to enhance usability.

Accessing the Patient Profile

Navigate to Patient List from the left sidebar.

Use the search field or scroll to locate the desired patient.

Click on the patient's name to open their Patient Chart.

[File\:Screenshot 2025-06-17 110815.png|center|800px|Accessing Patient from Patient List]

Reviewing Existing Intake Forms

Within the Patient Chart, select Intake Forms from the left-hand menu.

View the assigned forms and their statuses:

1. Status: Shows if a form is COMPLETED or NOT COMPLETED.

1. Actions: Allows you to Edit, View, or Delete a form.

\[\[File\:Screenshot 2025-06-17 110849.png|center|800px|Viewing Intake Forms Assigned to a Patient]]

Adding a New Intake Form

Click the blue + Add New button in the top-right of the Intake Forms panel.

A modal window will appear listing all available form templates.

Select the form(s) to assign.

Confirm to add the selected forms to the patient's profile.

[File\:Screenshot 2025-06-17 110904.png|center|800px|Selecting an Intake Form to Assign]

Editing or Viewing Forms

Click Edit to make updates to a form.
Click View to review the form contents without editing.

[File\:Screenshot 2025-06-17 110921.png|center|800px|Viewing and Editing Options for Intake Forms]

Deleting a Form

If a form was assigned by mistake:

Click the red Delete button next to the form.

Confirm deletion when prompted.

> Note: Deleted forms are permanently removed and cannot be recovered.

Patient Overview Reference

Return to the patient's main chart page to check:

Number of encounters, appointments, and vitals
Patient demographic and contact information
Notes and medical history

[File\:Screenshot 2025-06-17 110835.png|center|800px|Patient Overview - Mark Williams]

Best Practices

Always ensure key intake forms (e.g., HIPAA, Consent) are assigned before visits.
Verify that forms are marked as default if required for all patients.
Monitor "Date Completed" to ensure documentation compliance.
Use messaging tools to notify patients about incomplete forms.

@@ Line 1: / Line 1: @@
-\= Managing Patient Intake Forms (Doctor's View)
+== Managing Patient Intake Forms (Doctor's View) ==
-This support guide outlines how providers can manage, assign, and review intake forms for their patients through the VEHRDICT portal. Visual references are provided where applicable.
+This support guide outlines how providers can manage, assign, and review intake forms for their patients through the VEHRDICT portal. Visual references are provided to enhance usability.
-\== Accessing the Patient Profile ==
+=== Accessing the Patient Profile ===
-. Navigate to the **Patient List** from the left sidebar.
+# Navigate to '''Patient List''' from the left sidebar.
-. Use the search field or scroll to locate the patient.
-. Click on the patient's name to open the **Patient Chart**.
-\[\[File:/mnt/data/Screenshot 2025-06-17 110815.png|thumb|center|800px|Accessing Patient from Patient List]]
+# Use the search field or scroll to locate the desired patient.
-\== Reviewing Existing Intake Forms ==
+# Click on the patient's name to open their '''Patient Chart'''.
-. In the **Patient Chart**, scroll down to the "Patient Intake Forms" section in the left menu.
+[File\:Screenshot 2025-06-17 110815.png|center|800px|Accessing Patient from Patient List]
-. All currently assigned forms will be listed, showing:
-   * Status (e.g., NOT COMPLETED)
+=== Reviewing Existing Intake Forms ===
-   * Date Created / Completed
-   * Action buttons: **Edit**, **View**, **Delete**
-\[\[File:/mnt/data/Screenshot 2025-06-17 110849.png|thumb|center|800px|Viewing Intake Forms Assigned to a Patient]]
+# Within the '''Patient Chart''', select '''Intake Forms''' from the left-hand menu.
-\== Adding a New Intake Form ==
+# View the assigned forms and their statuses:
-. Click **+ Add New** in the upper-right of the Intake Forms panel.
+## '''Status''': Shows if a form is '''COMPLETED''' or '''NOT COMPLETED'''.
-. A dialog will appear with a searchable list of available forms.
-. Select the desired form(s) (e.g., GAD-7, HIPAA Authorization).
-. Click to confirm assignment.
-\[\[File:/mnt/data/Screenshot 2025-06-17 110904.png|thumb|center|800px|Selecting an Intake Form to Assign]]
+## '''Actions''': Allows you to '''Edit''', '''View''', or '''Delete''' a form.
-Once added, the form will display in the list for that patient.
+\[\[File\:Screenshot 2025-06-17 110849.png|center|800px|Viewing Intake Forms Assigned to a Patient]]
-\== Editing or Viewing Forms ==
+=== Adding a New Intake Form ===
-* Click **Edit** to make changes to form content.
+# Click the blue '''+ Add New''' button in the top-right of the Intake Forms panel.
-* Click **View** to see the form without editing access.
-Use these options to verify the completeness or accuracy of submissions.
+# A modal window will appear listing all available form templates.
-\[\[File:/mnt/data/Screenshot 2025-06-17 110921.png|thumb|center|800px|Viewing and Editing Options for Intake Forms]]
+# Select the form(s) to assign.
-\== Deleting a Form ==
+# Confirm to add the selected forms to the patient's profile.
-If a form was assigned in error:
+[File\:Screenshot 2025-06-17 110904.png|center|800px|Selecting an Intake Form to Assign]
-. Click the **Delete** button next to the form.
+=== Editing or Viewing Forms ===
-. Confirm the deletion.
-Note: Deleted forms cannot be recovered. Only do this if you're certain.
+* Click '''Edit''' to make updates to a form.
+* Click '''View''' to review the form contents without editing.
-\== Patient Overview Reference ==
+[File\:Screenshot 2025-06-17 110921.png|center|800px|Viewing and Editing Options for Intake Forms]
-You can always return to the patient's main chart page to verify:
+=== Deleting a Form ===
-* Encounter count
+If a form was assigned by mistake:
-* Vitals
-* Appointment history
-* Notes and documents
-\[\[File:/mnt/data/Screenshot 2025-06-17 110835.png|thumb|center|800px|Patient Overview - Mark Williams]]
+# Click the red '''Delete''' button next to the form.
-\== Tips for Effective Use ==
+# Confirm deletion when prompted.
-* Always check for default forms before a patient visit.
+> '''Note:''' Deleted forms are permanently removed and cannot be recovered.
-* Use the encounter notes section to track patient completion.
-* Keep an eye on the "Date Completed" field for documentation accuracy.
-* Encourage patients to use the portal pre-appointment to reduce delays.
-\== Related Areas ==
+=== Patient Overview Reference ===
-* \[\[Documents Management]] - For downloading completed PDFs
+Return to the patient's main chart page to check:
-* \[\[Patient Messaging]] - To remind patients about incomplete forms
-For technical issues, please reach out via the **Help** tab on the left menu.
+* Number of encounters, appointments, and vitals
+* Patient demographic and contact information
+* Notes and medical history
+[File\:Screenshot 2025-06-17 110835.png|center|800px|Patient Overview - Mark Williams]
+=== Best Practices ===
+* Always ensure key intake forms (e.g., HIPAA, Consent) are assigned before visits.
+* Verify that forms are marked as default if required for all patients.
+* Monitor "Date Completed" to ensure documentation compliance.
+* Use messaging tools to notify patients about incomplete forms.
+=== Related Topics ===
+* [Documents Management] — Guide to downloading and reviewing completed forms
+* [Patient Messaging] — Instructions for sending messages or reminders to patients
+For technical assistance, access the '''Help''' section from the left navigation menu.