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== Managing Patient Intake Forms ==
== 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 gathering critical patient data before and during clinical visits. This workflow is intended for physicians and clinical staff and outlines navigation steps, completion tracking, form editing, deletion, and best practices for daily use.
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]]
[[File:Vehrdict Intake Form.mp4|thumb|left|500px|Tutorial – Intake Forms Walkthrough]]
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=== Account Navigation Structure ===
=== Intake Form System Overview ===


* '''Account''' 
The following sections are used to manage all patient-related forms:
**→ Templates — Contains all form templates available for assignment or editing. 
**→ Intake Forms 
**→ Patient — Displays all intake forms assigned to a patient with available actions ('''SEND''', '''EDIT''', '''VIEW''', '''DELETE'''). 
**→ Provider — Displays provider-specific forms.


Additional tools:
* '''Templates''' – Houses reusable form templates. You can modify or set templates as default.
* '''Form Builder''' — Create custom, formatted forms using the drag-and-drop interface.
* '''Intake Forms'''
* '''Builder CSV''' — Upload a structured CSV to generate intake forms in bulk.
** Patient – View, send, edit, or delete forms assigned to patients.
* '''Library''' — Browse all existing form templates.
** 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.
 
<includeonly>{{Tip|Use the Template section to set defaults and standardize your forms across all patients.}}</includeonly>


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=== Accessing a Patient’s Intake Forms ===
<accordion>
<accordion-item label="Accessing a Patient’s Intake Forms">


# Go to '''Patient List''' from the left sidebar.
# Navigate to '''Patient List''' from the left-hand menu.
# Search or scroll to locate the desired patient.
# Use the search field or scroll to locate a patient.
# Click 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]]
[[File:Screenshot 2025-06-17 110815.png|thumb|left|500px|Accessing Patient Chart from Patient List]]
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</accordion-item>


=== Reviewing Assigned Intake Forms ===
<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.
# The list will show assigned forms and their statuses:
# Review assigned forms and their current statuses.
## '''Status''': Indicates if the form is '''COMPLETED''' or '''NOT COMPLETED'''.
 
## '''Actions''': Available options include:
{| class="wikitable"
* '''SEND''' – Resend the form to the patient
! Column !! Description
* '''EDIT''' – Modify form details or status
|-
* '''VIEW''' – Read-only form preview
| '''Status''' || Indicates if the form is '''COMPLETED''' or '''NOT COMPLETED'''.
* '''DELETE''' – Permanently remove the form
|-
| '''Actions''' ||
'''SEND''' – Resend to patient
'''EDIT''' – Modify contents or mark as default 
'''VIEW''' – Read-only form view 
'''DELETE''' – Remove form from record
|}


[[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]]
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</accordion-item>


=== Assigning a New Form ===
<accordion-item label="Assigning a New Intake Form">


# Click '''+ Add New''' in the top-right of the Intake Forms section.
# Click '''+ Add New''' in the top-right of the Intake Forms panel.
# Select one or more forms from the list of templates.
# A modal window will appear listing available templates.
# Confirm to assign the forms to the patient's profile.
# 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 110904.png|thumb|left|300px|Form Template Selection Window]]
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</accordion-item>


=== Editing and Viewing Forms ===
<accordion-item label="Editing and Viewing Forms">


* '''Edit''': Modify contents or assign a form as default.
* '''Edit''': Modify form details, set as default, or remove from patient.
* '''View''': Preview submitted or pending forms.
* '''View''': Open the form in read-only mode.
 
You can also remove a form from a specific patient while editing.


[[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]]
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</accordion-item>


=== Deleting Forms ===
<accordion-item label="Deleting a Form">


If a form was assigned by mistake:
If a form was assigned by mistake:


# Click '''Delete''' next to the form.
# Click the red '''Delete''' button beside the form.
# Confirm deletion when prompted.
# Confirm the action when prompted.


> '''Note:''' Deleted forms cannot be recovered.
{{Warning|Deleted forms are permanently removed and cannot be recovered.}}


---
</accordion-item>
 
<accordion-item label="Viewing Patient Overview">
 
From the '''Patient Chart''', review:
 
* Appointment history and upcoming visits
* Patient vitals and encounter records
* Contact details and demographics
* Care notes and medical history


=== Patient Overview Reference ===
</accordion-item>


To return to a general summary of the patient’s chart:
<accordion-item label="Best Practices">


* View upcoming appointments, recent encounters, and recorded vitals
{{Tip|Assign critical forms such as HIPAA and Consent during intake setup.}}
* Review demographic and insurance information
* Access notes, care history, and flagged items


---
* 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.


=== Best Practices ===
</accordion-item>


* Always assign essential forms (e.g., HIPAA, consent) before visits.
<accordion-item label="Related Topics">
* Use the '''Set as Default''' option to auto-assign forms to all new patients.
* Monitor "Date Completed" for regulatory compliance.
* Use the messaging tool to remind patients to complete pending forms.


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* [[Documents Management]] – Guide to downloading and archiving submitted forms 
* [[Patient Messaging]] – Instructions for sending reminders and messages to patients 


=== Related Topics ===
</accordion-item>
</accordion>


* [[Documents Management]] — Guide to downloading and archiving completed forms 
=== Support ===
* [[Patient Messaging]] — Sending reminders and secure messages to patients 


For support, visit the '''Help''' section from the main navigation panel.
For technical assistance, click '''Help''' from the main sidebar or contact your administrator.

Revision as of 12:49, 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.

Tutorial – Intake Forms Walkthrough


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.


---

<accordion> <accordion-item label="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 a patient.
  3. Click on the patient’s name to open their Patient Chart.
Accessing Patient Chart from Patient List


</accordion-item>

<accordion-item label="Reviewing Assigned Intake Forms">

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

SEND – Resend to patient EDIT – Modify contents or mark as default VIEW – Read-only form view DELETE – Remove form from record

Reviewing Assigned Forms


</accordion-item>

<accordion-item label="Assigning a New Intake Form">

  1. Click + Add New in the top-right of the Intake Forms panel.
  2. A modal window will appear listing available templates.
  3. Select one or more forms and click Confirm.
Form Template Selection Window


</accordion-item>

<accordion-item label="Editing and Viewing Forms">

  • Edit: Modify form details, set as default, or remove from patient.
  • View: Open the form in read-only mode.
Form View/Edit Interface


</accordion-item>

<accordion-item label="Deleting a Form">

If a form was assigned by mistake:

  1. Click the red Delete button beside the form.
  2. Confirm the action when prompted.

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


</accordion-item>

<accordion-item label="Viewing Patient Overview">

From the Patient Chart, review:

  • Appointment history and upcoming visits
  • Patient vitals and encounter records
  • Contact details and demographics
  • Care notes and medical history

</accordion-item>

<accordion-item label="Best Practices">

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


  • 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>

<accordion-item label="Related Topics">

</accordion-item> </accordion>

Support

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

Retrieved from "https://www.vehrdict.com/support/index.php?title=Intake_Forms&oldid=1441"