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POCA Point Admin

Patient Site

EHR

EHR /

IntakeForm

Once you've setup your form and created custom questions you can start collecting patient answers by creating unique forms for each patient.

  • Go to a patient profile page in the EHR
  • Find the intake form form on the far right
  • Choose a date for the form to expire.
    • After this date the form will be removed and you will have to create a new one
    • If the patient has started the form but not completed it the expiration date is no longer an issue
  • Create the form
  • Either open the form from the computer you are using and hand it to the patient
  • OR copy and paste the form's unique and secure URL to email it to the patient.

Create a patient form

Form created

An in progress form cannot be deleted

Intake Forms Index:

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Page last modified on August 23, 2017, at 02:38 PM