Overview

This course gives an overview of custom forms and how they fit into the Pre-Visit workflow of healthcare organizations. Specifically, you will learn the requirements of custom forms, how to configure and send them to patients, as well as how to see the status of a patient in their check-in experience. You can now track the progress of patients in their PreVisit workflow, allowing you to send reminder notifications and/or giving them the appropriate outstanding requirements once they come into the office.