Permissions

Users with the ‘Manage Forms’ permission are able to create, edit, and send out forms to clients. These forms can be anything from new patient forms to consent for euthanasia.

Tip: A user with the Practice Owner role will automatically have this permission, but will need to grant additional permissions to other users.

Viewing/Creating Form Templates

Select the ‘Forms’ tab on the left navigation panel to create new forms and edit/view previously created forms

To create a new Form Template:

  1. Select the ‘Create Form’ button

  2. Fill in Template Name and Description (optional)

  3. Text Options

    1. Add a Field: allows for many input options such as Date, Signature, Initial, etc. Tip: Use the Physical Exam help article for info on the controls/input

    2. Add Text Block: adds text for the pet owner to read, but may not necessarily need to be signed/entered.

      1. Use merge tags to have client/patient names automatically populated in the form using the direction in the 'Add Text Block' window

Sending Forms to Clients

There are multiple ways to send a Form to a client: from the Form center and from the client profile.

To send a form from the Form Center:

  1. Select the 'Send' icon for the form you wish to use

  2. Input Client/Patient information

    1. For new patients, the Patient field can be left blank

  3. Select your sharing method

    1. Email - if the client has an email saved, it will populate automatically in the email address field. You can also type additional emails in this field.

    2. Link - this can be directly opened from the Share Form page (for in hospital form entry e.g. tablets) or copy and pasted into a SMS message via the Messaging Center

To send a form from the client profile:

  1. Select the ‘Forms’ tab

  2. Select the ‘Send Form’ button

  3. Select the appropriate form template and input the Patient Name

    1. For new patients, the Patient field can be left blank

  4. Select your sharing method

    1. Email - if the client has an email saved, it will populate automatically in the email address field. You can also type additional emails in this field.

    2. Link - this can be directly opened from the Share Form page (for in hospital form entry e.g. tablets) or copy and pasted into a SMS message via the Messaging Center

Form Responses and Statuses

Once a Form has been sent, it will show as ‘Pending’ under the 'Forms' section of the client profile, the 'Forms' section of the patient profile, and the 'Responses' tab of the Form center.

After the client has completed the form, the status will change to ‘Complete’ and it can then be printed, or uploaded directly to the patient history by clicking the "upload" action button.

Note: After the client submits a form, they will receive a completed copy to their email

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