The Form submissions page is where you'll all see forms that were sent to patients. You’ll be able to see the specific forms that were sent, when they were sent, who they were sent to, and the current status of the form. ( Sent, In progress, or submitted.) You also have the option to print PDFS from here, upload the form to the EHR, and Archive previous messages.

Got questions? View the FAQ’s section at the bottom of this article!

To send a form to a patient to complete online, you will need to make use of SKED’s messaging platform. Click here for a guide on how to send your forms to your patients remotely.

Sometimes a practice member may arrive at the office without having submitted their online forms ahead of time. Fortunately, SKED allows your office to have patients complete these forms in-house. This option is not used to send forms to patients through SKED—it is strictly for in-office, in-person form submission.

Note: To finish completing a form that was previously started and is now marked as In Progress, go to Forms > Form Submissions, click on the form name to open it, then select Finish In-Office.

To find a client, follow these steps:

While a patient is filling out a form in your office, SKED admin will become locked on the device so that the patient will not be able to access any sensitive or personal information for other patients while using the device. To unlock SKED admin for normal use again, you must enter your Admin PIN. This PIN can be customized on the “Form Builder” page.

Warning: Changes made to the Admin pin will not affect all accounts held by your office. Every signed-in staff user will have their own PIN to unlock the Admin

Your office will likely receive hundreds of submissions, so SKED has included some filtering tools to help you find specific submissions more easily. In addition to the filtering options that will be discussed in the following sections, there is a “Results per Page” filter that allows you to customize how many results you see per tab. Simply click the drop-down arrow to reveal multiple Result-per-page options.

If you are looking for submissions based on when an appointment occurred, click the calendar icon at the top of the page with a clock (next to the ? icon). Then enter the date of the appointment to show results on that date.

If you are looking for results based on when a form was submitted, click the calendar Icon with a paper airplane on it, then enter the date on which you are looking for submitted forms. Results on the page will now pertain to this date, if applicable.

“Created Date” specifically refers to the day the form was sent to the patient. This often can be different from the “Submitted Date” because a patient might not complete the form on the day they received it.

If you are looking for results based on the day a patient first started filling out a form, click the calendar icon with a “+” symbol on it. Then, enter the date you want to see the created forms, and the results should update.

Forms on the form submissions page have 3 possible statuses, based on the stage the form is in.

Click the checkmark paper icon to filter the page results by any stage of the process, or all results.

Use the “show only archived option” at the top of the page to only display forms that have been archived. If the window is shrunk to a smaller size, this checkbox gets incorporated into a three-dot icon at the top right corner of the Form Submissions Page.

Use the Search bar at the top of the page to search for a specific form or client. Use the dropdown tab to switch between search results by client or form.

Note: If the window is shrunk to a smaller size, the search bar gets incorporated into a three-dot menu at the top right of the page.

If the form was set to upload to the EHR automatically on the Form Builder page, it will be uploaded as soon as the patient completes it, but for manual uploads, click the left upward-arrow icon to upload the form. For ChiroTouch integration, forms can be forwarded either automatically upon submission or manually using a button within SKED. This flexibility allows practices to customize their workflow based on specific needs.

Warning: If your form has a private section or any reason to be reviewed before uploading to the EHR, make sure to tie up loose ends before uploading.

To view the form in PDF format, click the middle icon in the actions section of the respective form. The result will appear in another window that opens up. This is also the ideal way to print a form.

To archive a form submission, look towards the right side of the form submissions screen in the “Actions” section. You should see a downward-facing arrow labeled “Archive”. Simply click the archive button and the submission will no longer be shown on the main form submission page.

To unarchive a form, first click the “Show only Archived” checkbox at the top of the screen ( or the dot menu if the window is small). Then locate the desired form on the page and click the rightmost icon in the “Actions” column. The form should reappear on the main form submissions page.

To download images uploaded by your patients, click the URL to open the image. Then right-click the image and save it to your computer.

Click “Show Only Archived” and click the last icon in the action section that is the bin with an up arrow on it.

The SKED Support team will need to first assist in setting this feature up. Please contact them to ensure it’s set up correctly.

This depends on your EHR. For Platinum offices, it will go into Associated Documents. For Genesis offices, it will upload Files > Docs. ChiroTouch offices will upload it into the patient’s Records section. ChiroHD will go into the files for the client. To ensure successful integration with ChiroTouch, all forms must be created and hosted within SKED. Forms hosted on external platforms cannot be forwarded to ChiroTouch.

PIN numbers are set up so offices can do “In Office” form submissions if a patient has forgotten to complete their paperwork prior to their appointment. It keeps the SKED Admin locked from the patient so they cannot see other patient’s information. The PIN is set on the Form Builder page by clicking the Settings gear icon in the top right corner. The PIN is specific to each office user and their login email.

You can sign into your SKED account on another computer and go to Forms > Form Builder > Settings Gear icon to see what your PIN is to unlock the system.

SKED Forms do not update demographics. They only can push a PDF of the completed form into the EHR for reference.

Click the far right icon under Actions to archive a form.

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.

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 it’s very easy to send to patients who need it.

Platinum: Forms upload to the patient’s associated documents.

Genesis: Forms upload to the “Docs” tab.

ChiroTouch: Open the patient’s file, go to Records, and you’ll see a folder with the name that was set during setup.

Note: Forms must be created in SKED to enable integration with ChiroTouch. External forms cannot be forwarded to ChiroTouch.

ChiroHD: Forms are uploaded into the client's "Files".

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 Client’s page, click Forms > In-Office Submission, or go to the Submissions page and click the “+” symbol in the top right corner.

The most common reasons form messages do not get sent are that there wasn’t adequate time for it to be sent as a Reminder, the appointment wasn’t 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.

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.

Yes, but the Support Team will need to assist. Please contact them via chat, email, or phone; they will begin that process for you.

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.

To get email notifications for submitted forms, go to Forms > Form Builder, click the three-dot icon, and then click Settings. Check the box for “Send office notification when a form has been submitted,” and click Save.

The Support Team will need to configure the PDF upload first. If that still needs to be completed, please click here (https://calendly.com/sked-support-team-39sh/pdf-upload-setup). For Platinum offices, be sure the “SKED.client” service is running. This can be done by going to Task Manager > Services, finding the service, and taking the appropriate action. Please reach out to the Support Team to troubleshoot the issue further.