Add Forms to a Patient Profile

CareStack provides the flexibility to create and customise forms to ask questions your way. The forms simply need to be added to the patient profile so the patient can then complete them either in the Patient Portal or via the kiosk.

Watch this video for a step-by-step explanation.

To add a form, perform the steps below:

• Select the patient using the Global Search Bar.
• Click the + Form quick link on the top panel.

On the Add Form(s) modal,

• Checkmark the intended form(s).
• Select the Provider for those forms that require provider signature. 
  • The Provider dropdown for Forms shows only providers who have access to the assigned location.

Note: This is available upon request. Contact [e-mail] to have it enabled.

• Click on either Fill Now or Add Forms.
  • Fill Now: This option allows you to fill the form out immediately as it generates a pop-up.
  • Add Forms: Adding a form to the Forms page will let you fill in the forms later at your convenience.

Note: Users with access to multiple locations will now see the following caution alert while adding forms/letters.

• If you click Fill Now, the selected form will open up.
• Select the required information, such as Appointment, Provider, Provider License Number, etc., depending on the selected form.

Note: If no Provider License Number is found in the system, update the information in Practice Settings > Administration > Users > Provider Details.

Note: For forms that require appointment linking, choose the relevant appointment from the dropdown. Future appointments will be displayed at the top of the appointment picker.

• Utilise the formatting tools to create the content or edit the form template as needed.

Tip: For better spacing, use the following options:

• Enter moves the cursor to a new line without adding extra spacing.
• Shift + Enter moves the cursor to the new line and inserts paragraph breaks.
• The Line Height option helps control spacing between lines.

• Select the Relationship to the Patient.
• Enter the Name.
• Click Add Signature to input the required signatures depending on the form template.
• Click Print to take a printout of the filled form.
  • You can print a blank or filled-out form as needed.
• If the signature is yet to be added, the Save as Draft option will appear.
  • This allows you to save and complete it later.

Note: You can print a form without a signature. If the Signature is not added, the entire signature placeholder will not be visible in the form.

• Click Save once the signature is added to save the changes and add the form to the patient's profile.

Note: Smaller files added to a form will open instantly in a new tab for quick printing or downloading. If a document takes longer than 3 seconds to process, it will continue in a separate tab, letting you navigate the system and finish other tasks simultaneously.

• On the Patient Documents page, files will be marked as Processing until they are completed.

• Once a file is uploaded, a toast notification will appear on the top right stating, '<Document_Name> of <Patient_Name> is now available.'

Practices can use this simple guide to learn all about adding forms to a patient profile in CareStack.