Intake Forms: Difference between revisions
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* '''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.}} | |||
{{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 a patient. | ||
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[[File:Screenshot 2025-06-17 110815.png|thumb|left|500px|Accessing Patient Chart from Patient List]] | [[File:Screenshot 2025-06-17 110815.png|thumb|left|500px|Accessing Patient Chart from Patient List]] | ||
<br clear="all" /> | <br clear="all" /> | ||
}} | |||
{{Accordion-item|label=Reviewing Assigned Intake Forms| | |||
# In the '''Patient Chart''', select '''Intake Forms''' from the sidebar. | # In the '''Patient Chart''', select '''Intake Forms''' from the sidebar. | ||
# Review assigned forms and their current statuses. | # Review assigned forms and their current statuses. | ||
| Line 53: | Line 48: | ||
[[File:Screenshot 2025-06-17 110849.png|thumb|left|550px|Reviewing Assigned Forms]] | [[File:Screenshot 2025-06-17 110849.png|thumb|left|550px|Reviewing Assigned Forms]] | ||
<br clear="all" /> | <br clear="all" /> | ||
}} | |||
{{Accordion-item|label=Assigning a New Intake Form| | |||
# Click '''+ Add New''' in the top-right of the Intake Forms panel. | # Click '''+ Add New''' in the top-right of the Intake Forms panel. | ||
# A modal window will appear listing available templates. | # A modal window will appear listing available templates. | ||
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[[File:Screenshot 2025-06-17 110904.png|thumb|left|300px|Form Template Selection Window]] | [[File:Screenshot 2025-06-17 110904.png|thumb|left|300px|Form Template Selection Window]] | ||
<br clear="all" /> | <br clear="all" /> | ||
}} | |||
{{Accordion-item|label=Editing and Viewing Forms| | |||
* '''Edit''': Modify form details, set as default, or remove from patient. | * '''Edit''': Modify form details, set as default, or remove from patient. | ||
* '''View''': Open the form in read-only mode. | * '''View''': Open the form in read-only mode. | ||
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[[File:Screenshot 2025-06-17 110921.png|thumb|left|300px|Form View/Edit Interface]] | [[File:Screenshot 2025-06-17 110921.png|thumb|left|300px|Form View/Edit Interface]] | ||
<br clear="all" /> | <br clear="all" /> | ||
}} | |||
{{Accordion-item|label=Deleting a Form| | |||
If a form was assigned by mistake: | If a form was assigned by mistake: | ||
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{{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: | From the '''Patient Chart''', review: | ||
| Line 95: | Line 82: | ||
* Patient vitals and encounter records | * Patient vitals and encounter records | ||
* Contact details and demographics | * Contact details and demographics | ||
* | * Medical history and clinical notes | ||
}} | |||
{{Accordion-item|label=Best Practices| | |||
{{Tip|Assign critical forms such as HIPAA and Consent during intake setup.}} | {{Tip|Assign critical forms such as HIPAA and Consent during intake setup.}} | ||
| Line 107: | Line 92: | ||
* Use patient messaging tools to follow up on incomplete forms. | * Use patient messaging tools to follow up on incomplete forms. | ||
* Keep templates up to date by periodically reviewing form versions. | * Keep templates up to date by periodically reviewing form versions. | ||
}} | |||
{{Accordion-item|label=Related Topics| | |||
* [[Documents Management]] – Guide to downloading and archiving submitted forms | * [[Documents Management]] – Guide to downloading and archiving submitted forms | ||
* [[Patient Messaging]] – Instructions for sending reminders and messages to patients | * [[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 administrator. | ||
Revision as of 12:52, 20 June 2025
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.
Intake Form System Overview
The following sections are used to manage all patient-related forms:
- Templates – Houses reusable form templates. You can modify or set templates as default.
- Intake Forms
- Patient – View, send, edit, or delete forms assigned to patients.
- Provider – Manage provider-owned forms and assignment status.
- Form Builder – Drag-and-drop interface to create custom forms.
- Builder CSV – Upload CSV files to generate structured intake forms.
- Library – View all available form templates.
Tip: Use the Templates section to set defaults and standardize your forms across all patients.
Support
For technical assistance, click Help from the main sidebar or contact your administrator.