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Improvement
a week ago

Published Forms

We’ve introduced Published Forms, a new way to securely distribute and collect forms from external participants such as parents, caregivers, teachers, and other non-clinical contacts. Practices can now send forms electronically through email or text message on the info tab of the form, allowing recipients to complete and submit forms through a secure link that automatically returns the completed information directly to the patient chart.

Published Forms help streamline workflows by reducing manual distribution, collection, and upload processes while improving visibility into outstanding forms. Non-submitted forms are tracked within the patient chart, and completed forms are automatically linked to the patient record upon submission. Additional security measures, including date-of-birth verification and configurable link expiration settings, help protect patient information while maintaining a convenient user experience. This enhancement can be selected in Admin>Patient Forms>Patient Forms under the more settings area and supports faster turnaround times, improved documentation organization, and a more efficient process for managing externally completed forms.

Feature Brief