A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
Forms are customizable documents for your Practice that can be used in many ways. For example, a Form could be used to track a wound, record Patient insurance information, answer basic research study screening questions, or track relevant exam findings.
Form Basics
1. To access Forms, navigate to the SuperBill view. Select the Patient by clicking on their name. Then click the DATA tab.
2. There are two different Form types.
· SYSTEM GENERATED: There are two system generated Forms. They are Insurance Information and FaceSheet. Insurance Information allows you to add and edit the Patient’s insurance information. FaceSheet allows you to view the Patient’s FaceSheet if it’s been uploaded via the mobile app.
· PRACTICE GENERATED: Practice Generated Forms are created in the Administration area and can contain any kind of information. They have four kinds of Fields that can be used: Text Box (a small free-text box with a ___ character limit), Text Area (a larger free text box with a ____ character limit), Drop-Down List (a drop-down list if choices to select from) and a Checkbox (a box you can check).
Forms that are SYSTEM GENERATED have an author of “System”, while PRACTICE GENERATED Forms are authored by a User.
Using System Generated Forms: Insurance Information
1. Click Insurance Information.
2. The Insurance Information pop-up will appear. Enter the appropriate information.
3. When entering the Primary or Secondary Carrier, you may choose a carrier from the Insurance Carriers table, if your Practice has created one. This is an auto-complete field. Start typing in the name of the insurance carrier, and the list of matching carriers will appear. Click the select the correct one. The associated address will auto-populate. You may enter an insurance carrier that is not in the table by typing in the information.
4. There is no Save button; entries are automatically saved as you type. To close the Form, click away from the pop-up or scroll to the bottom and click CLOSE.
Using System Generated Forms: FaceSheet
1. Click FaceSheet.
2. If a Facesheet is on file, the image will appear in a pop-up. If there is not one on file, the pop-up will display No Image Available. To close the pop-up, click CLOSE.
Using Practice Generated Forms
1. To view/edit an existing Form, click on it.
2. You can use the Search bar to search for a specific Form. Matching results will appear as you type.
3. To fill out a new Form, click NEW FORM.
4. Select the Form you want to fill out from the list by clicking + next to it.
5. The Form will appear in a pop-up. Fill in the appropriate information. When you are done, click CLOSE.
6. The Form will appear in the Patient’s Data tab.