Using Additional Modules, Products, and Services > Additional Modules > Using the eForms Module

Installing the eForms Module

Before you begin, confirm that the Adobe Reader software is functional on the computer on which you plan to install the eForms module.

• The eForms module must be active in your license file prior to installation.

• You must install the eForms module on the main data server before installing the module on a workstation.

• Confirm that imaging and document storage is active on the computer that processes insurance and eForms.

To install the eForms module:

1. From the Microsoft Windows taskbar, select Start > Run.

2. Type u:\OMS-SPEC\Add-On Modules\eForms\eFormsSetup.exe and click OK.

3. Follow the on-screen instructions to complete the installation process.

During the installation process, a message is displayed, asking when the office would like to start using eForms. Select one of the following options:

• Start using eForms immediately

• 1 day from now (Tomorrow)

• 3 days from now

• 5 days from now

Unless you want to transmit eForms the first time you launch OrthoTrac following the installation of the eForms module, we recommend choosing an option other than Start using eForms immediately.

• If this is a new OrthoTrac installation, you must open OrthoTrac on the computer before installing the eForms module.

For more information on installing the eForms module, see the eForms module installation guide.

Related Topics

Using the eForms Module

Configuring Security for the eForms Module in OrthoTrac

Setting Up Schedule Locations for the eForms Module in OrthoTrac

Matching Patient Information When Reviewing eForms

Accessing the eForms Module from OrthoTrac