eForms Module

Paperwork -> Utilities -> eForms

The eForms module is accessible via Paperwork -> Utilities -> eForms and will only be visible if the eForms module has been properly licensed. Before getting started, you will need to configure the eForms module using the instructions below:

• Creating eForms
• Creating Form Groups
• Other eForms Features

Completing eForms

Once you select a client, the form will display with two sections. The top of the form contains a list of the existing eForms and groups of forms that you have configured while the bottom will display existing eForms. 

1. Select the desired eForm or eForm Group from the list
2. click the Complete Form button
3. The document name and description will be displayed, click the Next button
   

You will now be prompted to enter information for all custom prompts that are configured for the form(s). You will be shown the prompts and can fill out the response fields. Click Next to move on to the next parameter.

When you have reached the last parameter, the Next button will change to Finalize and you can click that to continue. You will be shown the completed eForm with all user-prompted data inserted. Review the document for accuracy, and then press the Sign button. This will connect to the signature tablet device hooked to your computer and wait for a signature to be entered. Sign on the tablet, and click the OK button when finished. This will store the signature and display the transaction receipt onscreen. The completed eForm will now be part of the client record. If you’ve selected to complete an eForm Group, the next form will be immediately displayed.

Note:

If you are leaving a client unattended at a computer to complete an eForm, check the box for Require password upon completion in order to avoid the client being able to navigate around the rest of the program once they finish working with the eForm (or eForm Group). If this option is selected, the ClinicTracker Security Screen will be displayed at the end of the process, and the logged-in staff member will be required to enter his/her password before continuing to use ClinicTracker.

Collecting Additional Signatures

While collecting the first signature will complete and lock the eForm, you have the ability to collect up to three more signatures. To do this, right-click an item in the patient’s list of completed eForms, and choose the option for Collect Additional Signature. You will be prompted to enter the name and relationship of the signer, and they will then sign using the signature tablet.

Viewing eForms

The bottom of the form contains a list of all completed eForms for the current client. To view a document, double-click on the list entry. You will be shown the complete document as it was completed by the client along with the client signature image and security data (timestamp and transaction receipt).  This document can be exported to Microsoft Word, Printed, or Emailed by using the option in the File menu.