Submitting a Form
When a client logs in and finds the Form Requests icon has a numbered badge, this is the procedure for completing and submitting the forms. Tap the Form Requests button to see the forms. Select one of the forms and answer all the questions on the ...
Sharing a Completed Form with the Client
For the Doctor After the client submits a form, the status of the form changes to Client Submitted. Now the doctor can review the answers. By tapping on the ellipsis at the top right of the screen, the doctor can change the form status to Complete. ...
Viewing Completed Forms
When a client finds a completed form in RxPortal, they can open it by selecting it. The client can review the notes and recommendations by the doctor by scrolling through the form. The completed form can no longer be edited, only reviewed.
Sharing Forms with Clients
For the Doctor There are three ways to share forms with your client. The first is directly from the client’s Face Sheet. Tap Telehealth. Tap Share Forms. Choose the forms you want to share and at the bottom of the screen tap Share via RxPortal. The ...
Submission Pending Status
For the Doctor After sending forms to the client, the status message under the name of the form changes to Submission Pending. The status will remain in this state until the client completes the form and submits to RxPortal.