This article outlines how to assign a Form(s) to patients.
Patient Record:
1. Navigate to the patient record by utilizing the search bar at the top of the homepage or through "All Patients". Refer to our guide on patient information if needed.
2. Click the “Add Assignment” button
Note: If the patient only has one episode, Modules will be assigned to that episode automatically. If the patient has multiple episodes, choose the appropriate one and click "Confirm".
3. Navigate to the "Forms" tab
4. Forms can be previewed before being chosen by clicking on the preview icon.
5. Choose the Form(s) and click "Next" to be directed to the “Assignment Settings” page.
6. On the left-hand side of the "Assignment Settings" page, choose required settings for the care team and signers.
“Select a Doctor” - Choose the provider associated with the patient's care, if one is not chosen. Required field.
“Select Signers” - Choose the signer(s) that fit the prescribed role. Required field.
7. On the right side of the “Assignment Settings” page under “Edit Assignments” other settings can be made such as due date and authentication.
Due Date - The date in which the assignment is due. The default is 2 weeks from today. Keep the default, choose a custom date or None. None. If your clinic has Due Date specific emails activated, they will fire based on the date chosen.
Authentication - Choose between one of the three options. The default selection depends on the Admin settings of your clinic.
- IDV: Prompts the signer to have their government-issued IDs validated and the name on the form checked prior to accessing the form.
- SMS: Prompts the signer to input a code sent to their phone number prior to accessing the form.
- None: Email-based authentication.
Blocked By - If a patient already has a module assignment, the setting can be set to block the form assignment until the patient completes the module assignment if that is the staff member preference.
6. Click "Assign" once all the settings have been completed.
7. The form (s) is now assigned and you will be navigated to the patient record.
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