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Canine III

Re: CS Remote Forms

Working well so far, however patients are being bombarded with forms when they have multiple appointments. Is it possible to determine which forms are sent dependant on appt type? eg all exams get a medical form, but fillings don't, New patient exams get a more detailed new patient questionnaire etc. Covid form needs to go to all appt types, but can we only send it once if a pt has 2 consecutive appts, eg an exam followed by hygiene.

Thanks

 

 

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Moderator
Moderator

Re: CS Remote Forms

Hi,

The system is configured to send out forms for each appointment so if the patient has multiple appointments they will receive the specified forms for each appointment.

There have been some recent updates, one of which is that you can specify which forms are sent to specific appointments.

To do this, access the form as though you were going to edit the form by clicking the Design icon against the survey.  Then click on the Share icon and click Preferences.

Select the required patient scheme types and appointment types and then click Save.

Regards

Stephen

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Canine II

Re: CS Remote Forms

Where can the handouts be accessed? Can you post a link please?

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Moderator
Moderator

Re: CS Remote Forms

Hi,

There have been a large number of changes made to CS Remote Forms since it was first introduced so the initial material is waiting to be updated.

If you can let me know what you are trying to do then I will see if I can help you.

Regards

Stephen

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Canine II

Re: CS Remote Forms

I'm looking for detailed guidance on:

1. setting up new forms to send eg consent forms

2. altering settings on patient category to send forms to

Many thanks.

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Moderator
Moderator

Re: CS Remote Forms

Hi,

I have sent you a email requesting your contact details so that I can talk you through setting up new forms.

Regards

Stephen

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