You already know how to add forms to a patient in CareStack. Did you know that you can also add forms to that patient within Patient Connect?
Watch this video for a quick walkthrough.
To access the Patient Connect URL.
Perform the following steps:
Navigate to the System Menu > select Practice Settings > Portal > Patient Connect.
Navigate to the Patient Connect URL section under General and click on Copy Link. Paste it in your browser to proceed.
OR,You may also click on the hyperlinked Patient Connect URL.
- You will be routed directly to the Patient Connect login page.
- Sign in to Patient Connect with your Username and Password.
- Click SIGN IN.
Choose Office Mode to continue.
- Choose the Location from the dropdown.
- Click Continue.
Select the patient with the relevant appointment date to enter their section.
- Select the Forms tab.
- Click Add Forms to continue.
- On the Add Forms window that opens up, select the intended form(s).
- Click OK.
Once the process is completed, the forms will be listed under the Pending Forms page.
Practices can use this comprehensive guide to learn how to add forms in Patient Connect.