Setting Up The Online Patient Intake Form

You can set up an online patient intake form for your patients to fill out before their first visit. The results will automatically flow back in to the application and save against their patient record. You can view the patient intake form either in the 'Patient Details' screen or on a special tab in any of your 'Patient Notes Templates'.

Step 1
Open the administration menu 'Administration/Cloud Features' and tick the 'Enable Cloud Features' box.

Enable Cloud Features to keep your data synchronised with the practice via the cloud

Enabling NotesOnline will give you online access to your patients, patient notes and calendar

When you enable 'Cloud Features' and click 'Save' you may need to wait several minutes for your data to sync up with the Cloud. A progress indicator will appear in the bottom left of the application while the sync is in progress. Please leave the application open and wait for the sync to complete.

Step 2
Click on the 'Online Intake Form' tab and click the 'Enable Online Patient Intake Form' box.

Enabling the Online Patient Intake Form

Step 3
There is a generic patient intake form installed by default. You can make any changes to the questions by opening them up for edit. Click on the 'Create/Edit Patient Intake Form' button to open the questions.

Editing the questions on your online patient intake form

Step 4
To add new questions type the question in to the textbox, select a type (and a sub-type if applicable) then click the 'Add' button.

Adding questions to on your online patient intake form

Step 5
To edit questions you can type straight in to the textbox. You can also re-order questions and headings using the link buttons on the right. Click the 'Save' button when you are finished.

Editing questions on your online patient intake form

 

Using The Online Patient Intake Form

Once set up you can give access to the patient intake form in one of two ways:

  1. Email a link to the form to your patient
  2. Open the form in the practice for the patient to fill out

 

1. Email To Patient

Step 1
Open Practice Master Pro and click on the 'Patient Notes' main application tab.

Step 2
Right click a patient and choose the menu 'Patient/Email Intake Form URL'.

Email the patient intake form directly to your patient

Step 3
You can edit the message before you send it if you wish.

Emailing the patient intake form to your patient

 

2. Open At The Practice

Step 1
Open Practice Master Pro and click on the 'Patient Notes' main application tab.

Step 2
Right click a patient and choose the menu 'Patient/Open Online Intake Form'.

Open the patient intake form in the practice for your patient to fill out

 

The Online Patient Intake Form

Whichever way you choose to open the patient intake form, the patient will be required to fill out the questions online. The form is similar to the following.

The online patient intake form ready for the patient to fill out

 

Viewing The Results Of The Patient Intake Form

When the patient has completed the form the answers will automatically flow back in to the application. You can view them in two places:

  1. On the 'Patient Details' screen
  2. On any of your 'Patient Notes Templates'

 

1. Patient Details

Step 1
Open the administration menu 'Administration/Cloud Features' and click on the 'Online Intake Form' tab. Ensure you have ticked the box 'Show On Patient Details Screens'.

You can show the online patient intake form results on the patient details screen

Step 2
Open the 'Patient Details' screen for a patient who has filled in their form and click on the 'Intake Form' tab.

A completed patient intake form downloaded in to the application

Step 3
If you view the 'Intake Form' tab for a patient who has not yet completed the form then you will have two link buttons to help you with your next steps to getting it completed.

A completed patient intake form downloaded in to the application

 

2. Patient Notes Templates

Step 1
Open the administration menu 'Administration/Patient Management/Patient Notes Templates' and select the template you wish to edit in the list on the left. Click the 'New' button in the tab row to create the new tab.

You can show the online patient intake form results on any of your patient notes templates

Step 2
Click the 'Special Tab' option and select 'Patient Intake Form' from the list of specal tab types, then save your template.

You can add the patient intake form results to your patient notes template as a special tab

Step 3
The next time you attend a visit and take the notes using the template modified above you will see the 'Patient Intake Form' tab along with your other tabs during the patient visit.

The patient intake form results will appear in your patient notes if desired