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Created On: 04/08/2024
in FAQs & Troubleshooting FAQs
Why can't I see the patient section to apply forms if I have the View and Apply Forms permission level for Forms?
In order to be able to apply forms you must also have the Patient permission set to Access & Modify to access t...
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Guided Access allows you to set up the intake portal as a "Kiosk" on Guided Access Mode (iPad) or Single Application Mode (Surelock for Android) by limiting your device to a single app, making your intake forms the only portal availabl...
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Since some forms don't apply all the form data into CollaborateMD, you can Print Patient Intake Forms that have been completed by patients directly from the forms tab within a patient's account in CMD (or the Patient tab from an appoint...
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This workflow will provide the necessary steps in CMD and Updox for editing a custom intake form.
Select Account Administration > Services .
Click the button next to Intake Forms .
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This workflow will provide the necessary steps in CMD and Updox for deleting a custom intake form.
Select Account Administration > Services .
Click the button next to Intake Forms .
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This workflow will provide the necessary steps in CMD and Updox for creating a custom intake form.
Select Account Administration > Services .
Click the button next to Intake Forms ....
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Patient Intake Form data can be directly applied to a patient's account in CMD by viewing unapplied forms associated with the patient and opening the Apply Forms screen from the patient record (or the Patient tab from an appointment). ...
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In Appointment Control, there is an Unmatched Forms dialog displaying a list of intake forms that could not be matched to a patient, as the system uses the name and date of birth (DOB) for matching. When selecting a form without a match, th...