Well done! Understanding this workflow will help your organization understand the steps to send a form through using the Check-In extension. Lets review some important information from this course:

When & How to Send a Form:

• To send a form, go into the Hamburger menu and navigate to “send patient forms”; this is where you can select the forms you wish for the patient to fill out 

Changing a Phone Number & iPad Workaround:

• If you want to send a form to a different phone number, within the “send patient forms” tab in the “confirm cell number” field, type the desired phone number and click send 
• To send forms to in office iPads, you need to sign the iPads up for a Google number and use that number in the “send patient forms” tab

Consent Vs. Encounter Forms:

• Encounter forms will only go into Athena once the appointment has begun