Not all features may be available by default and additional charges may apply for certain features. Please contact the Support team with any questions
PERMISSIONS: Clinic Staff must have Administrator assigned in order to manage the Patient Portal.
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Patient Portal: Patient Paperwork
In the patient’s Case screen you will notice a tab called Patient Portal.
On the left is a list of Paperwork you want the patient to fill in; on the right are patient records that you have released to be viewed by the patient.
Right-click and select Add Portal Forms. You will be presented a list of possible forms for the patient.
Check the forms you wish the patient to fill in, and they will show up in the list in the patient case. These forms have been separated into mini-forms in order to be easier for the patient to view on various devices without an inordinate amount of scrolling.
NOTE: These forms are assigned on a case by case basis and are not binder specific.
The paperwork grid has the following columns:
Paperwork Columns
| Created | The date the form was added to the patient. |
| Started | The date the patient started to fill in the paperwork. The patient has the option to ‘save a form for later’ and must hit Finalize when they are actually done. |
| Completed | The date the patient marked the paperwork as completed. |
| Name | Name of the form the patient is filling out. |
The following are screenshots of the standard paperwork forms. The system can customize these for your unique needs, the pricing for which will be determined based on the amount of customization.
Demographics - Patient
Demographics - Guarantor
Health Questionnaire - Demographics
Health Questionnaire - Injury / Condition
Health Questionnaire - Medical History
Health Questionnaire - Post Surgical
Insurance - Primary
Insurance - Secondary
Insurance - Tertiary
Once a patient has filled in their paperwork and marked a form as completed, it will appear in the Paperwork section with the date it was completed.
Right-clicking on the Paperwork section reveals the following options:
Paperwork Menu
| Add Portal Forms | Allows you to choose which forms you wish the patient to fill out. Only one copy of each form may be active at any given time. |
| View Patient Edits | This allows you to see the information the patient has entered so far. |
| View Office Edits | This allows you to see the information the office has changed. |
| Mark As Completed | Enables the front office to mark a form as being complete, even though the patient may not have finalized it. This can be useful if the patient never finalized the form, but the info entered so far should be migrated into the Case. |
| Review and Edit | Allows you to see what the patient has entered and gives you a chance to edit the data. |
| Merge Info into Case | Allows you to pull information that a patient has entered onto a form into various fields in the system. |
| Add Patient Edits as Attachment | Allows you to take the form, as the patient filled it out, and add it to Attachments as a PDF. |
| Add Office Edits as Attachment | Allows you to take the office-edited version and add it to Attachments as a PDF. |
Merging Information Into the Case
Once the patient is finished with the paperwork, you can select to merge the information into the case. Selecting this option from the right-click menu produces the following screen.
This grid has 4 columns:
Merge Grid
| Merge | Checking the box will instruct the system to pull this information into the case once the Merge button is pressed. |
| Must Edit | This indicates that you MUST edit the field before you can merge the form. |
| Name | Name of the field |
| Value | The value that was entered on the form. |
Double-clicking on the form allows you to edit the field prior to merging. This allows you to correct spelling and punctuation errors. Once you have the data as you want it, press the Merge button and the information is copied into the case, overwriting any existing values.
When merging insurance information the system will prompt you to find the correct carrier as shown below:
When you double-click on the Carrier row, you will be presented with the Find Carrier screen, and you can choose the correct insurance carrier.
This will automatically create a policy for the patient with the above information.