Patient Experience

Patients may fill out forms prior to being seen in the office. This can be done by sending an Intake Link to the patient via an Automated or Manual process as either a text or email. This article will describe the patient experience when receiving a link via text message on a mobile device.

Steps for Patient

1. Text message received on a mobile device.
   
2. Link selected, patient to verify last name and DOB.
   
3. Select Method and verify with 2FA
4. Complete all sections and their required fields.
   
5. The form will be submitted. This will then be reviewed by a practice staff member. It may also be auto-merged based on Intake Settings.
   
   

You may decide to have patients fill out forms prior to being seen in the office. Patients will have two options for this. They can either fill out the forms by logging in on their personal computers or on their mobile device. The below will describe the experience on a personal computer:

Steps to Complete

1. Login to MyMedicalLocker.com
   
   
   
2. Navigate to the Forms section either from the navigation menu or the Dashboard
   
   
   
3. Select the assigned form from the practice.
4. Complete all sections and their required fields.
   
   
   
5. Submit the form. This will then be reviewed by a practice staff member. It may also be auto-merged based on Intake Settings.
   

You may decide to have patients fill out forms in the office. They can either fill out the forms by logging in on their personal computers or on their mobile device. The below will describe the experience on a practice provide iPad:

Steps to Complete

1. Enter your date of birth after the staff member enters the intake key to start the Form.
   
   
2. Complete all sections and their required fields. Sections with required fields are marked with - * -
   
   
   
   
3. Submit the form. This will then be reviewed by a practice staff member. It may also be auto-merged based on Intake Settings.
   

You may decide to have patients fill out forms prior to being seen in the office. Patients will have two options for this. They can either fill out the forms by logging in on their personal computers or on their mobile device. The below will describe the experience on a mobile device:

Steps to Complete

1. Login to MyMedicalLocker.com
   
   

1. Navigate to the Forms section either from the navigation menu or the Dashboard
   
   
2. Select the assigned form from the practice.
3. Complete all sections and their required fields.
   
   
4. Submit the form. This will then be reviewed by a practice staff member. It may also be auto-merged based on Intake Settings.
   
   

The demographics section is able to capture various details from the patient based on the intake setup.

The responsible party section will allow the patient to enter the details of the person/entity responsible for any charges not covered by insurance. The entries available to the patient are dynamic based on the type selection from below. If Responsible Party is "The Patient" then no additional details will be gathered on this screen. The ability to modify if this is available or required will come from the intake setup.

The emergency contact section allows the patient to enter up to two emergency contacts and determine the type of access these individuals have to PHI and the ability to pick up medications on the patient's behalf. To modify the availability of this section to the patient, see intake setup.

Adding the appointment reminders section to the intake allows the patient to enter their preferred contact method for future appointment reminders from the practice. Appointment reminders are an add-on feature. If you do not have this section available and would like to, navigate to the intake setup for this section.

Depending on how you have set this section up in the intake setup, you may decide to use this as the patient photograph that is displayed within the patient setup window and the EMR. Patients will be able to take a picture (depending on the device) or upload a photo of themselves into this section.

Similar to Photo ID, patients will be able to take a photo or upload an image of their insurance cards. This may save your staff time from scanning these into the chart. To modify access to this section, see intake setup.

Patients will be able to enter their allergies using a search field within this section. To assist in this process we will be able to populate whatever is currently listed within the EMR for this category. You may also only want codified allergies to have the ability to be accepted within the chart to keep the list accurate and concise.  To modify availability to this section per intake, see intake setup.

Patients will be able to enter and confirm their current medications using a search field within this section. To assist in this process we will be able to populate whatever is currently listed within the EMR for this category. These entries will need to be reviewed by a clinical staff member in the reconciliation window.  To modify availability to this section per intake, see intake setup.

The templates that you use within the EMR can be modified to be patient-facing and included within the intelligent intake form. This can be helpful to gather details such as past medical history, social history, family medical history, surgical & hospitalization history, and much more. These sections are configurable by practice. An example of what this may look like is shown below. Each of these values will be mapped back to the templates you see in the EMR. This saves staff significant time by preventing dual entry.  During the implementation phase or by request through support, your templates can be available within the dropdowns of the templates category in the intake setup.

You may decide to have your patients sign various forms. This may include procedure consents, ROIs, practice policies, or other signature forms you may request patients to complete. Letters can be set up with rules for when these should be assigned to the patient again based on the last signature date. You will want to contact support and/or implementation for this change. To modify the availability of this section, see intake setup.

You also have the ability to request copay information from a patient. You will need to enter a value into the copay section of the patient's insurance category within intake setup to ensure the amount owed is displayed in the form. Patients may still submit a copay payment if this is not set but they will be responsible for entering the appropriate amount.

Similar to copay, the outstanding balance can be collected within the intake form. This is more applicable for your return patients. Look into setting this up for your Follow-Up or Established Patient forms. This is available within the intake setup.

You also have the ability to request the patient's preferred pharmacies. This will assist staff when it comes time to prescribe medications. These pharmacies will be available in a section within the patient setup window as well as the Medications/Prescriptions chart tab within the EMR. Using an active search field, patients can search for their preferred pharmacy in this category. To add or remove access to this section please see intake setup.