Overview

Send paperwork to a patient on demand from their chart, using the Paperwork quick action. Choose the forms, pick a delivery method, add a message, and send — without waiting for a scheduled reminder.

Before you begin

• Access to the patient's Patient Info page.
• The patient needs usable contact information (mobile number for SMS, email for email).

Steps

1. Open the patient's chart and go to the Patient Info page.
2. In the Forms area, click Send Form. This opens the Assign and Send Paperwork window.
3. Under Which forms would you like to assign?, select the form or forms you want to send.
4. Under How would you like to send the forms?, choose at least one delivery method — SMS or Email.
5. In What message would you like to send?, either type a custom message or click the message template icon to insert a saved broadcasting template.
6. Click Assign and Send.

Assign without sending

To add the form to the patient without sending it yet, click Assign instead of Assign and Send.

Troubleshooting

• If you can't click Assign and Send, then make sure you've selected at least one form and at least one delivery method — both are required.
• If the form won't send through a channel, then the patient may not have usable contact information for that method.