How To Send A Medical History Form For A New Patient
The following video will walk you through how to send a Medical History Form to a new patient.
Unpacking the video – Summary of the process
The following steps provide a summary of the process to send a medical history form to a new patient:
From the booking screen, select the appointment.
When the appointment summary pop-up window appears, select Forms > Complete New Form
When the new form window appears, select the 3 dots next to the New Patient Medical History Form and select SMS form
In the next window, click on Send Form
Update the appointment with the tag: F- Medical History Form Sent
This will let other FOCs know that you have sent the New Patient Medical History Form
From the appointment calendar, select the appointment
When the appointment summary pop-up window appears, select Edit in the bottom left corner
In the edit screen, click in the Status field to add the tag: F- Medical History Form Sent
Click the red Update Appointment button to complete the task
