Send Forms and Consents Outside of an Appointment
Open the patient’s profile.
Click Action in the top-right corner.
Select Send Paperwork.
Select the forms or consents you want to send to the patient.
View the Status of Forms and Consents NOT Attached to an Appointment
Open the patient’s profile.
Select the Documents tab.
Find Outstanding Paperwork (Non-Appointment).
Click the arrow on the left to expand the section.
The section displays outstanding forms and consents grouped by Consent and Form. You can also see the current Status of each item, such as Incomplete.
