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:
Select the ‘Create Form’ button
Fill in Template Name and Description (optional)
Text Options
Add a Field: allows for many input options such as Date, Signature, Body Maps, etc. Tip: Use the Forms Control Guide help article for info on the controls/input
Add Text Block: adds text for the pet owner to read, but may not necessarily need to be signed/entered.
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:
Select the 'Send' icon for the form you wish to use
Input Client/Patient information
For new patients, the Patient field can be left blank
Select your sharing method
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.
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:
Select the ‘Forms’ tab
Select the ‘Send Form’ button
Select the appropriate form template and input the Patient Name
For new patients, the Patient field can be left blank
Select your sharing method
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.
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
Creating an Internal Form Within a SOAP
Create a new form to be filled out by a clinic user, directly within the SOAP.
Navigate to the Assessment tab of the SOAP
Scroll to the bottom of the page to find the Forms section
Click Create Form
Select from your form templates
Click Confirm
Fill out the form in the popup overlaying the SOAP
Save the form as a draft to come back and make edits OR submit the form to import it into the SOAP
Forms created in the SOAP will be included in the Patient Lifecycle and Medical Record
Note: All forms whether imported or created within the SOAP will show under the Completed Forms section
Importing a Form Response
Import any completed form directly into a patient's active SOAP or patient history.
From the patient profile, select the forms tab
Locate the form you want to import
Completed forms have the import icon depicted below
Click the icon to view the selection Pop-up
If you do not have an active SOAP for the patient, you'll only be able to select the option to import the form into patient history
Select the location you wish to import the form
Click Import
When importing a form into an active SOAP, locate the form on the Assessment tab under the Forms section
Once you've imported the form into the active SOAP and into patient history, the icon will be disabled (preventing duplicate imports!).
