Digital Patient Intake Forms

Patient intake can be a very time consuming process, and annoying process for your patient if you are doing them on paper. With ChiroSpring's digital patient intake forms (which are fully customizable and automated), you can assure your staff remains efficient and your patient experience is top notch.

Digital Patient Intake Forms are included with ChiroSpring 360 Po and ChiroSpring 360 Pro+ plans.

Forms are built natively into your ChiroSpring 360 account. Included with Pro and Pro+ plans are:

HIPAA Consent Document - included in customizable templates

Contact Information - This allows you the ability to send a request for patient contact information (name, address, DOB, phone, email etc). This information auto populates in ChiroSpring saving you valuable time.

Health Questionnaire - This is a Patient Intake Form that is prebuilt and included in customizable templates. You can use this one, customize this one or build your own Patient Intake Form(s) using the custom template builder.

Regan Therapy Consent - This is a hard coded form that you can choose to use or not use, it's not available to customize from in your template builder.

Neck Disability Questionnaire - Our two included outcome assessments will auto score. These are the only two currently that autoscore, ChiroSpring does plan to add more in the future. There is not a set timeline, but please do follow What's New articles and will highlight there as more OATs included that autoscore become available!

Low Back Disability Questionnaire - SAME as Neck Disability Questionnaire

** These 6 forms are hard coded in 360 currently, so you are not able to remove them from this list.

However, you can choose simply not to use them. Not to attach them to any appt categories or select them. We do plan to allow in future ability to set this up more fluidly for your offices needs. Stay tuned to our What's New articles!

To start customizing patient intake forms go to SETTINGS/CUSTOM TEMPLATES/BUILD TEMPLATE.

You will be presented with three types of forms.

1. Treatment Note - This allows you to create Treatment Notes (SOAP Notes).
2. Patient Kiosk - Forms created with this option can be sent to your patient, or completed in your practice. These forms can be automatically sent by attaching them to Appointment Categories. You can also send them "on demand" under the Patient Communicator dashboard. Patient Kiosk Forms can be completed by the patient in three ways:
   1. SMS/EMAIL a unique link from Communicator Dashboard for Patient
   2. In the Patient Mobile App
   3. On the Patient Self Check In Kiosk, it will prompt patient to complete any assigned, uncompleted forms
3. Web Form - This bucket of forms are included from your unique Web Form Link. You can find that link in SETTINGS/COMMUNICATION DATA
   1. If a patient completes a form from your Web Form Link, it will appear on your homepage of ChiroSpring 360 under Clinic Web Forms and can assign the forms or create a new patient and assign the forms.

YOU ALSO HAVE THE ABILITY TO SMS/EMAIL A UNIQUE LINK TO PATIENT THAT THEN TRACKS THE FORMS ON YOUR FRONT DESK SCREEN AND LINKS THEM DIRECTLY TO PATIENT FILE. USING THIS WILL STREAMLINE YOUR OFFICES WORKFLOW, AND LESSONS NEED FOR WEB FORMS.

Give the Form a Name, you can change/edit this later

Then you can choose to build your form as:

1. New Template (from scratch)
2. SOAP Template
3. Predefined Template - Choose this one to customize the HIPAA Consent and/or Health Questionnaire that we give you
4. Clinic's Archive - As a new client, you won't have anything in your clinic's archive, but as you build templates, you can then duplicate them or customize from them to fully fit your patient forms needs.

If you click on the EYEBALL icon, you can preview the templates and then you will click the RADIO icon and Next to start customizing a template.

To to Settings/Scheduler & Appointments to link forms to appointment categories. When you book an appointmennt for a patient with this appointment category the forms will automatically be assigned to the patient for completion.

• In a Patient's File/Communicator Dashboard, you can scroll to the Patient Forms area.
• Use the (+) Icon to "serve up" any forms to a patient

The Mail Icon next to the (+) gives you the option to SMS and/or Email the requested forms. It will give the patient a unique URL they can click from any device and will require their Date of Birth. Once finished by the patient, the completed forms will link automatically to the patient's file.

Clicking the three dots next to each form request gives you options to:

• Fill Out The Form (Someone in your office can click through the form with the patient)
• Delete the Form Request
• Change Appointment Date Linked with Form

Patient's can also complete Forms if they have the ChiroSpring PatientHub 360 Mobile App (android or ios app store) and through your ChiroSpring Self Check In

To locate completed forms scroll to the same area below where you request to send forms. Click the Expand Arrow Icon to open further. .

Patient's can view completed forms in their Patient Mobile App

In the Patient's Treatment Dashboard and Communicator, Completed Forms and Dates will be under Records Area

In Patient's File, Treatment Notes, completed forms will historically store for future reports or accessibility