Complete an Electronic Form

HTML forms can be completed electronically by the patient and signed using an electronic signature pad. Once finalized, a PDF version is retained in the electronic record.

To add an electronic document to the patient's chart:

1. Launch the Documents module.
2. Complete the options in the window as desired:
   • Choose a document from the list of categories.
   • Enter or enhance the document's description.
3. Click OK.

   

4. Have the patient complete the fields for the online form and sign with an electronic signature pad.
5. Click Save.

   If all the signatures for the form have not been obtained, an option box will open automatically.

   

   

   • Click Save to save the form in its current version until all the signatures may be obtained.
   • Click Cancel to return to the form.
   • Click Finalize to save a PDF version of the form without all the signatures. Please note that the form cannot be reopened and edited.