Checking Patient Portal Form Completion
- Richard Harris
- Craig Obee
You can see which forms have been completed and which are still outstanding by using the Arrivals Tab on the Appointment Book. You can change the date and see in advance of the appointment who has completed their required forms
Adding the Arrivals Tab to Your Appointment Book
Go to File->Appointments and click on the appointment book you are using
Click on the spanner in the bottom right.
Tick ‘Select which tabs for your activity bar’ and click Next
Click Next again.
Highlight Arrivals on the left side and click on the >> button to move to the right.
Click Finish
What the Form icons mean
New icons on the arrivals tab provide a quick and easy way to see which patients have outstanding forms to complete in their portal. If the patient has an outstanding form request in their portal, the icon will display black. Once the patient completes and submits a form in the portal the icon will display green.
Only the relevant icons will be displayed depending on applicable forms for your practice.
Icons display left to right in the following order:
Health Screening Form
Medical History
Contact Consent
Terms and Conditions
Patient Demographics
Oral Health Survey
NHS Declaration (PR Form)
Only the relevant icons will be displayed depending on applicable forms for your practice.
Available from 13.164
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