Sending and Receiving eForms

Typically, you set up the times to automatically send and receive eForms ahead of time, but you can manually send and receive eForms, if necessary.

Sending eForms

To send eForms to a specific patient:

In the Daybook or Book Quick Glance view, right-click on an appointment and select eForms > Send eForms Now.

To send eForms to all patients who meet the criteria you previously specified:

Select System > Modules > eForms > Send eForms. This command causes all qualifying eForms to be sent and received.

This command overrides the send and receive time set in the eForms Configuration window.

Receiving eForms

To receive eForms:

Select System > Modules > eForms > Receive eForms. This command causes all completed eForms to be received.

This command overrides the send and receive time set in the eForms Configuration window.

Once you have received eForms, you need to review the completed forms to see what patient information might have changed. See Reviewing eForms for more information.