Complete Patient Forms

Complete the following steps to complete outstanding patient forms:

In the Patient Forms screen, select whether to print the forms or text them to the patient to complete.

1. If texting the forms, select Send All Via Text. Forms will be sent to the patient through text message.
2. If printing the forms, select Print All Forms. The documents are displayed.
   1. Select Print and follow the onscreen instructions to print the forms.
   1. Present the forms to the patient to complete.
   1. Scan the forms when completed and select +Upload. Upload Documents is displayed.
   1. Select Form, navigate to the file and select Upload. Repeat for each form.
3. Select Finish to complete the check-in process. The appointment state is updated to Checked In.