1. A patient will be able to submit a form to your practice by accessing the URL, filling out the appropriate fields, and clicking Submit.
2. Once the Form is submitted, it will arrive in the Inbox with a purple banner, labeled as a Form.
Important Note: Forms can no longer be sent directly from the Form Library to a patient's chart. All forms must first be submitted to the Updox Inbox before being imported into a chart. This change ensures a more streamlined and consistent document management process.
3. You can then choose one of the following common actions:
‘Send Item’ to the patient’s chart in a connected EHR(Note: This action must be performed from the Inbox, as direct sending from the Form Library is no longer supported.)
Route to a queue or person under ‘Actions’
Tag the item for another user to take action
Fax or text to a referral practice or physician