Well done! This course had a lot of information, so let’s review each lesson:

Custom Forms Overview:

• Custom forms allow practices to set up forms/consents for patients to complete during check-in process 

Document Type and Status:

• Custom forms can be made within the following document types: admin, encounter, or clinical 
• Forms can be in REVIEW status (require review by the clinical provider) or CLOSED status (do not require review)

Configurations:

• Forms can be configured by patients age, sex, provider specialty, department, appointment type
• They be configured to expire within given time frame, causing the patient to receive the form again once the time has elapsed 

Signing Custom Forms:

• Any form that requires a signature has a drop down menu with who is signing on behalf of the patient 

Guidelines for Sending Forms:

• Clinical documents and admin documents can be sent before, during, or after appointment 
• Encounter documents can only be send before or during an appointment 

How to Send a Custom Form:

• Navigate to patient page in Athena → click hamburger button → select “send patient forms” →  select forms from the dropdown → click "send patient forms"

What is Pre-Visit History?:

• Users can now see a snapshot of the patient’s pre visit status as well as all steps they have completed and outstanding requirements before their check-in is complete 

PreVisit Workflow:

• Staff can see if patients have any outstanding requirements and have the patient complete requirements upon arrival on their mobile device or the in-office iPads 

How to See a Full PreVisit History:

• Navigate to the patient tab of the Check-In extension → find "PreVisit status" section → click "PreVisit history"

Text Message History:

• Navigate to patient tab of Check-In extension → find “send patient text section” → click on “see text message history”

What are Custom Alert Notifications?:

• Custom alert notifications are non-dismissable windows of info that can be customized to be shown at top of any step in pre-visit check-in 

The 4 Types of Customer Alerts:

• Error alert, info alert, success alert, warning alert