Using the Patient Form tab in your General Settings, you can create a health history form so that new patients can submit their health information to you, directly from your website.
Don't see the Patient Form tab? Click here to sign up for one of our Online Health History Form webinars. After completing the webinar, the Patient Form feature will be enabled in your Member Dashboard.
The Design page allows you to customize the form that your patients will use. The Title will be displayed at the top of your form, and the Foreword is a paragraph of introductory text that appears below the title on the form. You can leave the default Foreword, or create your own message to your patients.
Below the Foreword are the sections and questions that will appear on your form.
You can expand any section to add or customize questions by clicking on the arrow to the left of the section number. This will show you each question in that section, as well as the options available for those questions.
After your patients have submitted Health History Forms, you can find them in your Member Dashboard on the Patients page under the Health Forms tab. Click the “View” link in the Form column to see the submitted form. You can then either print the form, or save it as a PDF file.
When you are finished with your updates, be sure to click the Save Changes or Save & Preview button.
From the Notification page, you can opt to receive email notifications of new Patient Forms as they are submitted. The Email Address and Email Subject field allow you to configure where the notifications are sent. If your email client supports the feature, you can use the provided check box to have the email sent with an Urgent flag.
You can view submitted Health History Forms on the Health Forms page in your Member Dashboard.
Be sure to click the Save button when you are done with your changes.
Members of our support team are available Monday through Friday, from 6:00 AM until 5:00 PM Pacific. You can reach us Toll Free at 888-416-8431.