Overview
Processing completed forms will add the patient's responses to their file, with the information automatically added to the correct locations.
Form Alert
When a form has been completed by a patient, a notification will be displayed in the Alerts section.
Select the form alert to start processing the patient's responses into their patient file.
Linking the Form to a Patient
If a form is not already associated with a patient, you will be asked to link the form to a new or existing patient file.
Forms sent directly from a patient file or appointment will be automatically linked and won't require a patient to be selected.
Resolving Conflicts
Once associated with a patient file, the patient's responses (excluding confidential fields) will be displayed.
Forms containing patient account fields or confidential fields will require you to select the Treating Practitioner and Account that the form relates to.
You will also need to resolve any conflicts that arise between the existing patient file data and the information collected on the form.
Use the Accept All Changes to overwrite the existing patient file information with the information provided by the patients. Alternatively, scroll through the patient's form responses to manually resolve conflicts.
Once all conflicts have been resolved, select Save to finalise the process and update the patient file accordingly.
Viewing Completed Forms
Completed forms can be viewed on the Forms tab of the patient file.
Here, these forms can be emailed, printed, downloaded, and the responses can be copied to a new Form.
Additionally, if the form wasn't enabled for Form Triage at the time of sending, you can add it to Form Triage. You can find more information on Form Triage in this article: Form Triage
If a form contains Treatment Consent and Privacy Policy fields, the corresponding fields on the patient file will be updated accordingly, with links to the relevant form.
Forms and Clinical Notes
Any form responses marked with Add to Clinical Notes will also appear in the patient's clinical notes timeline with a yellow banner, as shown below.
Forms Sent from Appointments
When sending form links to patients via appointment confirmations and reminders, a form icon will also be displayed on the appointment to indicate a completed form.
Deleting Unwanted Forms
To delete any unwanted Forms instead of processing them, you can click on the Delete button after clicking on the Form Alert.
