Medical Options - Update My Records Forms

Forms are available as an add-on and included in the Medspa edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

Patient forms can be opened from within Envision Cloud once the information is entered in the Interface section. Hover over Clients on the menu bar, hover over Medical Options, then select Update My Records Forms. This will open a list of forms that have been sent to clients.

sent_patient_form_list_02.png

To send forms to a client, select to Send Forms. To view forms that the client has completed, select the View button.

_________________________________________________

Sending Forms To A Client

When selecting to send forms to a client, the following pop-up screen will show. On this screen, you will need to choose the ID of the client to send forms and the Form Package you wish to send. You may also use this option to allow clients to fill out forms immediately.

send_form_pack.png

Click Email to send the form package to the selected client.

The client will receive an email containing a link to the webpage to allow them to fill out their forms. The page will show each form to be completed, as shown below.

patient_forms_view.png

Clicking over a form will open the form on the website. The client will be able to enter information directly onto the page and submit.

patient_forms_client_completed.png

Fill Out Forms Immediately

To open a patient form in-house, select to send forms to a client. The following pop-up screen will show. On this screen, you will need to choose the ID of the client and the Form Package you wish to have them complete. Choose the Fill Out Now button. This will log out out of the Envision Cloud program, and log the client into UpdateMyRecords.com to fill out their forms.

send_form_pack.png

Alternatively, you may access the forms by opening UpdateMyRecords.com, then log in using the client's email address as the login and the patient access code as the password. The patient access code is shown in the upper right of the Online Patient Forms Manager screen once a form has been sent.

view_form_pack_access_code.png

__________________________________________________

View Completed Forms

Once a form has been completed and submitted by a client, this will reflect on the Online Patient Forms Manager screen in Envision Cloud. Incomplete or non-submitted forms will show as pending, and not be available to download or view. Selecting to view the form will open a view of the completed form.

sent_patient_form_list_02.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.