Uploading Telehealth Forms to the Portal
This Knowledge Base article will guide ICANotes customers through the workflow of uploading telehealth forms to the Upload Site to make them visible to patients via the Premium Patient Portal. For more details on adding portal-enabled patient signature forms, see this KB article.
As a Patient Portal Administrator, go to the ICANotes upload site and Sign In with your credentials.
From the left-hand menu, click to go to Group Forms.
Under Upload a Form on the right side of the screen, choose the category that you would like to use from the dropdown menu.
Once the Category is set, type in a Form Name.
Click the 
Choose File button and locate the form on your computer. Click to select it, then click Open.
Click the 
button.
The uploaded form will now be visible under the category it was assigned to, under Forms (middle column)
The form is now available on the patient portal for signature. All Portal-enabled patients should be able to see the new form within the Uploads/Downloads section of their Portal login.
The patient will first click to Download the form to the computer to review as necessary. When finished, they'll save the form and Upload it back to their chart by clicking in the blue area above.
Once uploaded, the patient will have the option to Sign.
The patient will sign, then Authorize Signature.
To find the signed document in the patient's chart, navigate to the Document tab from their chart face.
The uploaded form will be visible within the Documents tab, highlighted in yellow if it's not yet been read. Click to View this Document to see the signed form.
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