This article will talk you through how to set up your automated forms with ANS. You are able to automate all of your forms within the sofwtare but this article will focus on your medical questionnaires and consent forms.
By automating your forms, it means you are able to take away the in clinic task of completeing the forms with your patients. This can help speed up your treatment times and also review your patients answers before they arrive in clinic.
To learn how to set up your automated medical and consent forms, watch our short video. Alternatively, follow our simple steps below.
Assigning Your Forms
The first thing you will need to do to automate your forms within ANS is link the medical and consent forms you wish to be sent to your patient to your treatments.
Step 1 :
From the main menu, head to settings.
Step 2 :
From the settings page, head to the treatment settings area under the heading products.
Step 3 :
You will then need to either select to make a completely new treatment or click into a treatment tyep and then the pencil icon to open the specific treatment settings.
Step 4 :
You will then need to head to the bottom of the treatment settings to find the form section. In this area you will need to select the medical questionnaire and consent you wish to be sent.
You can also link your aftercare in this section which will allow you to automate this as well.
Step 5 :
Once happy with the form selected, hit update.
Setting Up The Automation
Once you have linked your forms to your treatments. You can then turn on your form automation settings.
Step 6 :
Head back int settings via the side bar.
Step 7 :
Then head into the form automation settings, under the heading compliance.
Step 8 :
From here, you will be able to set how you would like your medical questionnaires and consent forms to be sent. You can either set these at upon booking, meaning the forms will be sent as soon as the appointment has been booked. Alternatively, you can schedule the forms for a few days before the appointment.
Step 9 :
Once happy with your settings, hit save.
Step 10 :
This will then set up your form automation for the medical questionnaires and consent forms. All you will need to do is make sure when an appointment is booked in that the correct treatment is linked. Once booked your forms will be sent to your patients at the time set in your settings area.
Step 11 :
Once booked your forms will be sent to your patients at the time set in your settings area.
For further information about our forms section, visit our additional guides.
Additionally, to help you fully utilise and understand your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call