The e-form feature allows clinics to compose and configure e-forms that can be offered to patients of your clinic's Portal. This can help avoid the need to print out, scan, fax or email the forms that you need patients to fill out. Please note that before you attempt to create any E-Forms, you will need to contact your Health Myself staff and ask that they enable the e-forms manager in your Portal Settings. Once E-Forms have been enabled for your Portal, you will be able to compose new forms. You may also inquire about pre-made e-forms that Health Myself could make available to your clinic.
- Assuming that you have contacted your Health Myself staff and E-Forms have been enabled, you should now be able to go into the Settings and locate the E-Forms tab.
- From the E-Forms tab you can click on the New Form button to begin composing a new e-form.
- You will then be prompted to check-on Create from scratch... and then name the form you are creating. Once you have done this, you may click Create Form.
- Your new E-Form should now appear below, click on it and then press Edit to begin your configurations.
- After clicking Edit, three different e-form setting tabs will be displayed to you: General, Form Editor and Form Triggers
- From the General Settings you will be able to configure Internal and Public Form Names (Internal would be displayed to provider users of the Portal, whereas Public would be displayed to the patients), Internal and Public Form Description (internal vs. public description functions to display the same way as the form names)
- The next option you can set in the General Settings of the E-Form is the Form Permission, this will control who will be able to access the E-Form you create
- Private - only available to users: this setting will ensure that only patients who are members of the Portal can access the e-form
- Public - anyone with the link can access it: this setting will allow anyone with a link to the e-form to access and fill it out
- Private - only available to users: this setting will ensure that only patients who are members of the Portal can access the e-form
- Following Form Permission is the On Completion section. This determines whether the clinic will review a completed e-form or if it will be immediately downloaded to the patient's chart in the EMR.
- Setting the On Completion field to Download to chart without review will do exactly that. This removes the step to audit the e-form once it is completed by the patient.
- The alternate choice when configuring the On Completion field is Create review task.
- When you set it so that a completed e-form will create a task, you will also need to set which provider users are able to review these tasks in the Portal under the Task Owner field. By setting this as Clinic any provider can review completed e-forms, Workgroup will allow you to specify a particular workgroup and its members to review an e-form and finally Provider will allow you to specify an individual provider to review the e-forms.
- When you set it so that a completed e-form will create a task, you will also need to set which provider users are able to review these tasks in the Portal under the Task Owner field. By setting this as Clinic any provider can review completed e-forms, Workgroup will allow you to specify a particular workgroup and its members to review an e-form and finally Provider will allow you to specify an individual provider to review the e-forms.
- Setting the On Completion field to Download to chart without review will do exactly that. This removes the step to audit the e-form once it is completed by the patient.
- Now when an e-form is completed, whoever has been set as the Task Owner will be able to go into the Tasks tab on the Dashboard or Home Page and review e-forms under Completed Questionnaires
- Ensure that you click Save once you are done configuring the General Settings. You can now move on and begin configuring the Form Triggers.