How to Manually Send Forms Made via Form Builder

If you've created custom forms using the Premium Patient Portal Form Builder and set the availability Rule to "Send Manually", this Knowledge Base article will show you how to send that to your patients via the Patient Manager. For more detailed information about using the Form Builder, please check out this article. Proceed to Admin Tools. 

1. Click the  button. 

2. Search for your patient using Patient Name, Patient age between, Patient created between, or Patient appointment between. Click the  button after criteria has been input. 

3. Patients that meet the criteria show. You will notice that this patient was sent the Current Tobacco Use and Depression Assessment and Goals forms already. Let's send another one. Click the  button.

4. Select the form(s) to send to the patient and then click the  button.

5.  You will see that the form(s) has been sent to the patient. You will also see when a form has been completed.

Note: You can also use this area to see when a patient has registered for the portal. You can see the patients I circled have registered for the portal.

Let's visit the patient's Patient Portal

1. On the Patient Portal as a patient, click the Forms link on the top.

2. The patient will see forms listed on the left side. The patient will be able to fill out the form by clicking on it.

3. If you have built in a signature field, the patient clicks in the field and a popup window will populate where the patient can sign his/her name using the mouse. Once satisfied with the signature, click the 'Authorize Signature' button. 

4. When the patient is ready to submit his/her form, he/she clicks the  button. If the patient started to fill out the form but wishes to finish it later, click on the  button. They will be able to return to the Forms area at any time to finish the form and send (by clicking the  button).

How to obtain the completed form in ICANotes

1. From the patient's Chart Face, click the Documents tab. 

2. You will see the form in the list of documents.

3. Click the  button to see the completed form. Notice right-sided header, centered title, questions with answers, and patient signature.

How to obtain the completed form on the Upload Site

1. Log into https://upload.icanotes.com.

2. Find your patient on the left side. 

3. The form will be found under the folder you assigned in Step 11 of Creating a form.

Common Questions

Problem: How to Manually Send Forms Made via Form Builder.

Solution: Follow the steps below to resolve quickly.

1. Check prerequisites and permissions.
2. Follow the configuration steps.
3. Verify the result and retry if needed.