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To set up forms, go to Admin > Forms Management. |
Internal Forms
The Internal Forms function lets you send previously defined forms (either blank or with the fields completed) to others via message Compose.
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To set up forms, go to Admin > Forms Management. |
To send a form:
1.Click MENU > Internal Forms.
2.Select an available form.
3.Complete the form fields or leave blank.
4.If you want a printed copy of the form, click PRINT.
5.Click SEND. The Message Compose window opens.
6.Select the recipient:
•Recent list - click name if present.
•Search - enter the recipient's name or email address in the Search box, then click name to select.
•If the recipient doesn't exist, click New.
6.Select the send method then click OK. Note: the methods available will vary depending on the recipient selected (contact or patient) and their contact information.
•Compose - Patient Portal Message
7.Click SEND.
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