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Content

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Overview

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Who can receive Patient Forms?

Patients can receive Patient Forms if:
  1. They have a valid email address on file.
  2. They book an appointment through the Booking Site and select an Appointment Type that has forms attached.

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How do I send forms to patients?

There are two ways to send forms to patients:
  1. Automate sending forms to patients when they schedule an appointment. This includes appointments you add to your Elation Calendar and appointments added via the Booking Site.
  2. Manually send forms to patients from their chart.
If multiple forms are sent at the same time, the patient will complete them one after the other in a single session.

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Setup

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Creating & managing Patient Forms

Click here for step-by-step instructions about creating and managing Patient Forms.

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Linking Patient Forms to specific Appointment Types to be sent with appointments

To automate sending Patient Forms to patients when they schedule an appointment, attach the forms you want patients to receive to each applicable appointment type.

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Unlinking forms from Appointment Types

Once a form is unlinked, it will no longer be sent to patients for any future forms requests for that type of appointment.

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Workflow Instructions

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Send Patient Forms via appointments

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Automate sending Patient Forms via appointments

If you attach Patient Forms to specific Appointment Types, Elation will automatically send the Patient Forms to the patient via email if they have an appointment for the corresponding Appointment Type. When the forms are sent will depend on which timing preference you selected when attaching Patient Forms to Appointment Types.
Patient Forms sent automatically based on Appointment Type do not create a Patient Forms request item in the patient’s Chronological Record, Requiring Action, or Outstanding Items queue. Track the status of these forms from the appointment itself — see Managing the status of automated forms below. Once a patient submits a form, the completed form appears as a report under Outstanding Items in the patient’s chart, and is filed into the Chronological Record once it is signed off. See Reviewing and exporting responses to the chart.

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Manually sending Patient Forms via appointments

If for any reason you need to resend forms to a scheduled patient, click into the white space of the appointment to open the appointment popover and then click Resend in the Forms section.

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Managing the status of automated forms

You will see a forms status indicator on appointments that have forms. Click into the appointment details to view specifically which forms are complete versus outstanding.
  • A clock icon indicates there are forms that are incomplete
  • A green check mark icon indicates all forms are completed.
If any forms were submitted to your practice outside of Elation (e.g., faxed or via paper), you can manually mark the form as completed by following these steps:

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Sending Patient Forms from the patient’s chart

If you want to send Patient Forms independent of a patient appointment, you can use the Forms feature at the top of the patient’s chart. To send Patient Forms from the patient’s chart: When you send Patient Forms from the patient’s chart, a Patient Forms request item is added to the patient’s chart and remains visible until either all sent Patient Forms are completed by the patient or the request is removed. Once the patient submits the forms, the request item is automatically removed and each completed form appears as a report under Outstanding Items for review and sign-off.
The Patient Forms request item described here is only created when forms are sent manually from the patient’s chart. Forms that are sent automatically via Appointment Type do not generate a request item in the chart — track those from the appointment itself.
You can also take the following actions on the request:
  • Copy URL - Copy the URL of the Patient Forms and share it with the patient via alternative means such as Patient Passport.
  • Resend - Send the Patient Forms to the patient again. You will be able to select new notifications preferences when resending Patient Forms.
  • Remove Request - Delete the Patient Forms request.
Deleting Patient Forms requests will make the request inactive for the patient. Delete Patient Forms requests with caution.

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Following up on notifications about incomplete Patient Forms

Once Patient Forms are sent from the Patient Chart and the due date is reached
  • The notification will appear in the Requiring Action section of the patient chart and Practice Home for the sender once it reaches the due date.
  • The notification will appear in the Outstanding Items section of the patient chart for all other users (besides the sender).
From these reminders, users can take one of the following actions:
  • Copy URL - Copy the URL of the Patient Forms and share it with the patient via alternative means such as Patient Passport.
  • Resend - Send the Patient Forms to the patient again. You will be able to select new notifications preferences when resending Patient Forms.
  • Remove Request - Delete the Patient Forms request.
Deleting Patient Forms requests will make the request inactive for the patient. Delete Patient Forms requests with caution.

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Frequently Asked Questions

Click here to view frequently asked questions about Patient Forms.