How do I send consent/intake forms to my patients ?

Purpose:

To guide clinicians through the process of electronically distributing and collecting digital consent and intake forms from patients via HelloNote EMR, streamlining the onboarding process while maintaining compliance.

Scope:

This article covers:

1. Selecting and sending forms to individual patients
2. Available form types (consent and intake)
3. Form delivery and return process
4. Accessing completed forms in patient documents 
   Excludes:
5. Creating custom forms
6. Bulk form distribution
7. Form template configuration
8. Fax/paper-based alternatives

Procedure:

1. Locate the Patient:
   1. Select the patient from your Patient List
2. Initiate Form Send:
   1. Click the pencil icon (Send Consent/Intake Forms)
3. Select Forms:
   1. Choose from dropdown menus:
      1. Consent Forms
      2. Intake Forms
   2. Select multiple forms if needed
4. Deliver Forms:
   1. Click Save to automatically email forms to patient
5. Process Completed Forms:
   1. Signed forms auto-upload to Patient Documents tab
   2. Options for:
      1. Viewing
      2. Printing
      3. Faxing
      4. Sharing via portal

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