Introduction
Forms can be submitted by clicking on a customized form link that is generated for the patient, or they can be completed and submitted in person at your office. This article will tell you how to do this, and when you should use each method to send a form to your patient for submission. We recommend that the forms automatically be sent through Rapid & Appointment-Time Reminders, but there is also instructions on how to re-send a form to a patient.
How to Send or Resend a Form to a Patient
The fastest way to send or resend a form to a patient is by using a placeholder in the Timeline.
Navigate to the Client Page or open the SMS Inbox.
Click the {x} Placeholder icon.
Scroll down to the Forms section.
Select the form you would like to send.
Once sent, the system automatically generates a unique link specifically for that patient.
Send Through Messaging
Forms are sent to patients using One-Time Messages or automatically using appointment reminders and a specific placeholder for the form the office wants to send. Once inserted into the message body and sent to the client, the placeholder becomes a unique URL the client can click on to begin the electronic paperwork.
Sending an Intake Form:
To send your form to a patient, go to the One Time Messages tab and select Compose.
Fill out the required information, and when you come to the message composer section, use the Form Placeholders to insert the form link into the message.
Select send after you've completed creating your message.
Tip: You can also send forms via Reminders and Rapid messages as well.
Tip: We advise offices to create templates for each form to easily send it to patients.
Tip: Separate templates for each category are helpful to ensure clients fill out the correct one. For example, have individual templates for Adult, Prenatal, Medicare, Pediatric, Personal Injury, etc.
Submit in office
Offices can use a tablet or desktop computer to have patients fill out the form digitally in the office through the clients' page or the Form Submissions page.
First, navigate to the form submissions page in the blue navigation bar, and click â+ New Submissionâ. Then use the search function to locate the client that you wish to start a form submission for, and highlight the checkbox for their name.
Once the client has been selected, click next, and click the checkbox for the desired form from the list.
Click âopenâ and then a new window will open, allowing you to pass the computer to the client for them to fill out the form. Instruct the client to select the submit button after filling out all required fields on the form, and signing where necessary.
Warning: You will need to know what your admin pin is before making an in-office submission as SKED locks the admin in compliance with HIPAA. The pin must be set from the form builder setting prior to initiating an in-office submission.
Warning: Admin pins are user-specific, so make sure the pin is known for the account the form is being completed from.
FAQs
Can I put the link to my form on my website?
Since the paperwork is always client-specific, it cannot be added to the website, but offices can set up a Rapid message to automatically go out once the office or New Patient Portal creates new patient appointments.
How do I send a form?
Form links are sent to patients through messages or emails containing placeholders to generate a link to the patient. They can be automatically sent to the patient via a Rapid or Reminder message or manually sent using a One-Time message. We recommend saving a Template in the One-Time messages so itâs very easy to send to patients who need it.
Can a patient fill out a form in-office?
Yes! To have a patient fill out a form in the office, we recommend signing into the SKED Admin on a tablet or computer that patients can use. Then, find them in the Clientâs page, click Forms > In-Office Submission, or go to the Submissions page and click the â+â symbol in the top right corner.
Why didn't my form get sent?
The most common reasons form messages do not get sent are that there wasnât adequate time for it to be sent as a Reminder, the appointment wasnât created with the correct appointment type for a Rapid Message, or the patient does not have a phone number or email to send the link to. To resend a link, use the One-Time message.
Why is my patient getting an error when clicking on the link?
The most common reasons patients get an error when clicking on the link are that there is a punctuation mark or letter next to the placeholder link in the template or that the link was broken up into multiple text messages for some carriers. If the link is getting broken up, we would recommend sending it via email.
Can I print out my form for someone to use in the office?
Blank forms can be printed by going to Forms > Form Builder, clicking the three-dot icon for that form, and clicking Print, but it is not recommended. The forms are meant to be digitally filled out, and some of the options may need to be clarified in a printed format. We recommend using the paper forms that were referenced when creating the digital forms for the patients who request them.
Why can't my patient submit his form?
The most common reason is because required fields are not filled out or they have not signed the consent forms.