Using Additional Modules, Products, and Services > Additional Modules
The eForms module eliminates the need to fill out paper forms and then enter the data into the patient's record via keyboard or scanner. Patients can fill out, update, and sign forms electronically. This information is then added to the database with minimal effort on the part of the staff.
To activate the eForms module, contact a sales representative.
The eForms module is also supported in cloud configurations.
Before using the eForms module:
Install the eForms module.
Set security for staff members who will access eForms. For more information, see Configuring Security for the eForms Module in OrthoTrac.
Assign the office location whose contact information will display on the eForms. For more information, see Setting Up Schedule Locations for the eForms Module in OrthoTrac.
Activate eForms. From the main menu, select Functions > eForms > Create/Edit eForm templates. Select a form and activate it.
Configure how you want eForms to be sent. From the main menu, select Functions > eForms > Configure eForms. The eForms Configuration window is displayed. For more information, access the eForms help.
Verify e-mail addresses for patients. From the patient chart, select Functions > eForms > Patient Settings. The Patient eForms Settings window is displayed. Confirm that the information in the eForms Email Address field is correct. To revise it, click Change.
You must confirm e-mail addresses for all patients who will receive eForms.
The HIPAA form must be completed prior to other eForms documents.
Configuring Security for eForms
Setting Up Schedule Locations for eForms