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Set Up Online Forms

Use the Online Forms editor to select a style for your online forms, categorize form questions, assign Patient Reward points for completing a form, and link mail merge documents to processed forms.

How to Get Here

Home ribbon bar > Editors >General > Online Forms. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select General in the list at the left and select the Online Forms option.

Setup

Select form - If you have multiple online forms, choose the form you want to work with.
Assign patient reward points - You can assign a number of points a patient earns toward your Patient Reward system when they complete an online form. Patients can earn points for completing the form the fist time, and for each time they update the form. The points are awarded when the form is downloaded and linked to the patient folder. You can also enter a reward description that both you and the patient can see from the Manage Patient Points window. (See "Manage Patient Reward Points" for details.)
Assign merge document - Select the mail merge document you want to link to this online form. Whenever a patient folder is linked to a completed online form, this document will be placed in your Letter Queue, waiting to be generated. See "Use the Online Forms Letter Queue" for details.

Note that the merge document must specify Online Forms as the Selection Type for this feature to function correctly. See "Set Up Mail Merge Documents" for details.
Select form style - Choose a color scheme from the list of available styles.
Categorize form questions - Enable the Biographical option for each question that can be found elsewhere in your database, such as the patient name and phone number. Otherwise, the question is considered to be specific to the online form. You can also enable the Highlight option for questions that are especially important. The results of these questions will be given special visual attention in the patient folder.