Recreating your Onboarding Forms in CareStack allows for a truly paperless experience, providing users and patients alike with the convenience of signing and maintaining records electronically.
Navigate to the System Menu > select Practice Settings > Office Wizard.
To Create an Onboarding Form
- Click + Start from scratch.
- Use the Search Box to search for existing Forms or Letters.
Create a new Form or Letter modal will appear. Enter the details as needed:
- Workflow Type: Select whether this document is a Form or a Letter.
- Name: Enter the name of your onboarding form.
- Document Type: Select whether this is a HIPAA Consent Form, Financial Disclosure Form, Patient Consent Form, or any other document type.
- Location: This document will only populate for new patients added to the specified locations.
- Add to Clinical Chart: Select this option to add this form or letter to the clinical chart.
- Add to Patient Onboarding Form: Select this option to have this form automatically populate for each new patient added to the locations selected in the field below and choose Trigger for All patients or Trigger for patients with Age Above/Below/Between/Equals for the selected age.
- Click Create.
Drag and drop the Basic Components into the form. Let's say, you drag and drop a Short Answer component into the form. Here is what's needed:
- Enter the Question.
- Use Add Helper Text to add any extra information about the question.
- Select Create Preset Component to reuse later and customize.
- Click Duplicate if you want to duplicate the component.
- Click Delete to discard the component.
- Click Save.
To manage a Preset Component.
- Drag and drop the intended Preset Component into the form and customize as needed.
- Rename the preset component as desired.
- To Delete any preset components, click the bin icon.
To manage a System Component.
- Drag and drop the intended System Component into the form and customize as needed.
- Rename field headings, if required.
- Use Make it Mandatory on applicable components to ensure completion before signing.
Note: Once Published, forms can be shared through the Patient Portal. Forms created with System Components automatically populate existing patient data, allowing patients to easily review and update it. Any changes made are saved directly to the patient’s profile upon signing. |
To Add Header:
Click + Add Header.
- Select the Logo Alignment: Choose Left, Center or Right.
- Choose whether to use your Account-level, Brand-level, or Location-level information for the Header Logo and Header Address. Users can also opt for None.
To Add Signature:
Click + Add Signature.
- Patient Signature: Select this option to require a patient signature on the form.
- Provider Signature: Select this option to require a provider signature to complete the form.
- Witness Signature: Select this option to add a witness signature on the form.
To Edit Settings:
- Click Settings on the top right.
- A Warning modal will appear:
- Click Yes to save the changes and proceed.
In the Edit settings modal that appears:
- Edit the necessary information apart from the Workflow Type.
- Click Save.
To view the Preview.
- Click Preview on the top right.
To Save as a Draft:
- Click the Save as Draft option on the top right.
To Publish the created form
- Click Publish.
This form will now automatically populate for new patients in the selected locations.