Filling Out Patient Intake Forms and Surveys

• Related Articles

• Forms and Statutory documents - Print from the Patient record

  Clinics can upload their own personalized Forms containing data tags for use in PATIENT INFORMATION from the PRINT>FORMS icon. Note: Do not upload Forms for documents such as invoices and quotes; those are already contained within Manage by default. ...

• Patient Management

  Welcome to the online learning module dedicated to the Patient Management Module within Manage. In this module, you'll develop a thorough understanding of: How to utilize the Patient Summary Card tool How to access and review essential patient ...

• Using Surveys in Manage

  1.  Survey Templates           - Click on user icon -> select [Survey] menu item: Survey Templates window is shown           - Click [+ Survey Template] button -> design your own template -> click [Save] -> your template is stored, it's in 'Edit' ...

• Patient letters

  Appointment report templates Create customizable templates with dynamic clinical data to quickly generate reports from appointments and save them as patient documents. Add an appointment report template Click +TEMPLATE. Fill in the mandatory fields - ...

• Patient settings

  Consents Patient notification consents are pre-configured. You can add consent text, change the contact method and determine the expiration period for this type of consent. To do so, hover over the respective field, click < EDIT or click into the ...