Add a Form to a Patient

Every practice needs to gather information from patients, but the specifics and methods vary. CareStack offers the flexibility to request exactly what you need through custom-built forms. Your practice creates the forms, and patients can fill them out conveniently.

Simply add the forms to the patient’s profile, allowing them to complete them via the Kiosk or Patient Portal.

Topics Covered

• Add a Form
• Fill a Form

Let's get started!

Add a Form

Watch this video for a quick walkthrough.

• Search for the patient using the Global Search Bar.
• Click the +Form quick link.

On the Add Form(s) modal,

• Search for the intended form or use Filters to refine the list of form.
• Form templates are created from the Office Wizard in Practice Settings. Click here to learn more.

Note: Users with access to multiple locations will see a similar caution alert while adding forms/letters. 

• Select the form(s) to be added.
• Select the Provider for those forms that require provider signature. 
  • The Provider dropdown for Forms displays only providers who have access to the assigned location.

Note: This is available upon request. Contact [e-mail] to have it enabled.

• Click Add Forms.
• The form will be assigned to the patient's profile.

Fill a Form

Watch this video for a concise summary.

• Select the required form(s).
• Click Fill Now to start filling out the form.

• You can also fill out the form at a later point in time from the Incomplete section of the Documents page.

• Select the Appointment and Provider.
  • The Provider dropdown for Forms shows only providers who have access to the assigned location. 
• Fill out the form with the suitable responses.

• Utilize the formatting tools to create the content or edit the form template as needed.

Tip: For better spacing, use the following options:

• Enter moves the cursor to a new line without adding extra spacing.
• Shift + Enter moves the cursor to the new line and inserts paragraph breaks.
• The Line Height option helps control spacing between lines.

• Select the Relationship to the Patient and Name.
• Click Add Signature to input the required signatures.

• Click Print to take a printout of the filled form.
• If the signature is yet to be added, the Save as Draft option will appear.
  • This allows you to save and complete it later.

Note: You can print a form without a signature. If no Signature is added, the signature placeholder will not appear on the form.

• Click Save once the signature is added, to save the changes and add the form to the patient's profile.

Note: Smaller files added to a form will open instantly in a new tab for quick printing or downloading. If a document takes longer than 3 seconds to process, it will continue in a separate tab letting you navigate the system and finish other tasks simultaneously.

• On the Patient Documents page, files will be marked as ‘Processing’ until they are completed.

• Once a file is uploaded, a toast notification will appear on the top right stating '<Document_Name> of <Patient_Name> is now available.'

Practices can use this simple guide to learn how to quickly add a form to a patient.