Navigating and Managing Patient Forms

Accessing the Forms Page

1. Navigate to the Forms Page:
   • After logging into PbN, go to the top menu and click on Forms.
   • On the left-hand side, select the Forms option.

Understanding the Forms Page Interface

On the Forms page, you will see a list of all your patient forms along with various options and information columns. Here's what each column and option means:

1. Name:

   • This column displays the title of each form.

2. Type:

   • The Type column indicates whether a form is a Default, Minor or created for both. For example, forms designed for minors may include additional sections for Parent/Guardian information.

3. Package:

   • This column shows which form packages a particular form is part of. Packages allow you to group multiple forms and consents together for easy assignment. Click here for more information on packages. 

4. Frequency:

   • The Frequency setting allows you to determine how often a form needs to be completed by the patient based on their last visit date. Options include:
     • Manual: Forms are sent as needed.
     • Once: The form is required only once.
     • Every Time: The form is required at every visit.
     • Every 6 Months/12 Months/2 Years: The form is required at the specified interval from when the patient last filled it out. 

5. Folder:

   • This indicates where the completed form will be saved within your practice management system. For example, forms might be saved in the "Patient Information" folder.

6. Actions:

   • The Actions column contains several icons that allow you to manage the form:
     • Settings (Gear Icon): Adjust form settings.
     • Activate/Deactivate (Eye Icon): Enable or disable the form. You can view the deactivated forms by toggling the Show Hidden Forms toggle at the top of the page. 
     • Preview (Image Icon): View the form to see what the patient will experience.
     • Menu (Three Dots Icon): Access additional options related to the form.

Creating and Customizing Forms

• Creating New Forms:
  • Practices now have the ability to create and customize their own forms by clicking directly on the form name. This allows you to tailor forms to meet the specific needs of your practice.
  • However, if you need assistance or encounter challenges while creating or editing forms, you can always contact the support team for help. 
  • Check out this article for more information on creating forms. 

Additional Features

• Forms and Consents Tabs:

  • At the top of the page, you will find tabs for Forms and Consents. The Consents tab is used to manage consent forms separately from other patient forms. Click here to learn more about consents. 
• Form Automation:
  • You can manage form automation settings in the Settings tab located in the left-hand menu. These settings allow you to include or exclude specific forms from the automated messages sent to new or existing patients. Forms can be automated based on the frequency settings, such as how often a patient needs to complete a form based on their last visit date.

• Changing Form Order:
  • Additionally, you have the ability to change the order in which forms are sent to patients. This ensures that patients receive the forms in a specific sequence, which can be crucial for maintaining an efficient workflow or ensuring that certain forms are completed first. To adjust the form order, select the Edit Form Order option at the top of the page. This allows you to drag and arrange the forms in the desired order before they are sent to patients.