Managing patient forms in PbN is simple and efficient. This guide will walk you through accessing the Forms page, understanding its interface, and customizing forms to suit your practice's needs.
Accessing the Forms Page
To access patient forms:
Log into PbN.
From the top menu, click Forms.
In the left-hand menu, select Forms again to view your form library.
Understanding the Forms Page
On the Forms page, you’ll see a list of all your patient forms along with key information and management tools. Here’s what each column and option represents:
Name
Displays the title of each form.
Type
Indicates the form category:
Default – standard forms used for most patients.
Minor – forms specifically designed for minors, often including sections for parent/guardian information.
Package
Shows which form packages a form belongs to. Packages group multiple forms and consents for easy assignment.
Frequency
Defines how often a form must be completed based on the patient’s last visit:
Manual – Send the form manually as needed.
Once – Required only once.
Every Time – Required at every visit.
Every 6 Months / 12 Months / 2 Years – Automatically requested at the selected interval.
Folder
Indicates where the completed form is stored in your practice management system (e.g., “Patient Information”).
Actions
Manage each form using these icons:
Settings (Gear Icon) – Edit form settings.
Activate/Deactivate (Eye Icon) – Enable or disable a form.
Tip: Use the Show Hidden Forms toggle at the top of the page to view deactivated forms.
Preview (Image Icon) – See what the patient will view and complete.
Menu (Three Dots Icon) – Access additional options, such as duplicating or deleting the form.
Creating and Customizing Forms
You can easily create and customize forms directly from the Forms page:
Click on the form name to edit or customize it.
Tailor forms to include specific fields, sections, or instructions based on your practice's workflow.
Additional Features
Forms and Consents Tabs
At the top of the Forms page, you’ll see two tabs:
Forms – General patient intake or information forms.
Consents – Consent-specific documents used for procedures, privacy, and other approvals.
👉 Learn more about managing consent forms.
Form Automation
Set automation rules under the Settings tab in the left menu. Automation settings allow you to:
Include/exclude specific forms from auto-messages.
Automatically send forms based on the Frequency setting and the patient’s last visit date.
Changing the Order of Forms
To control the sequence in which patients receive forms:
Click Edit Form Order at the top of the page.
Drag and drop forms into the preferred order.
Save your changes to ensure patients receive forms in the right sequence.
