RxPhoto now allows providers to share forms with their clients via SMS messaging directly to the client's phone number. With this feature, clients will not need to download any patient portal app (RxPortal) in order to fill and sign forms ahead of their appointment time. Instead, clients can fill out their forms on their mobile devices from anywhere simply by clicking on a link.
There are three places within RxPhoto from which forms can be shared:
The client's Face Sheet - for blank forms to be filled and signed by client
The Forms Account Library - for blank forms to be filled and signed by client
The Forms Client Library - for already completed forms
As you read through this article, expand images by clicking on the image you'd like to expand.
Sharing Blank Forms Via SMS Messaging
Sharing a blank form with the Client allows the client to fill and sign the selected form(s).
Sharing Completed Forms with the Client Via SMS Messaging
RxPhoto also allows providers to share forms that are already complete with the client via SMS messaging. There are various reasons a provider may want to share already completed forms. For instance, if the provider filled out a treatment plan that they'd like the client to have a copy of, or to send pre- and/or post-treatment instructions to the client, etc.
2. Navigate to the Forms Section of the appropriate Client's Record.
3. Press on the "Client Library" tab.
4. Press "Select" at the top of the screen.
5. Press to select the desired forms.
6. Press "Share" at the bottom of the screen.
7. Press to select "Share Link."
7a. If there is no phone number listed in the Client's profile, enter the client's phone number in the pop-up. Note: this phone number will now be stored in the Client's Profile.
7b. Press "Share" after entering the client's phone number.
8. A success message will appear when the form(s) have been sent.
For the Client
The client will receive a text message (iPhone and Android compatible) that reads, "Hi, [clinic name] has shared form(s) with you. Please click on the link below to access." Upon clicking on the link, the client will be taken to a "Review and Complete" page:
The client may press "Review and Complete" to fill and sign all forms sent:
Once the client completes all forms and presses "Done," the forms will automatically be added to the appropriate Client Record under the "Client Library" tab under Forms. The practice will receive a notification that forms have been submitted.
RxPhoto now allows providers to share forms with their clients via SMS messaging directly to the client's phone number. With this feature, clients will not need to download any patient portal app (RxPortal) in order to fill and sign forms ahead of ...
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 ...
To securely share photos with your clients, first go to the photos section in the client's records. Choose the photos you want to export by tapping Select at the top of the screen, and then tapping the photos. Then tap the ellipsis at the top right ...
The RxPhoto Mobile App (iPhone/iPad) Forms section of the Client Record allows providers to quickly access and fill out digital forms for everything from Intake Forms to Treatment Flowsheets. Some forms may be specifically for clients to fill out ...
You can organize your forms account library from the RxPhoto website. Go to app.rxphoto.com, click the Administration tab, then click Form Templates. On the left side is the Global Library. This is the master list of all the forms currently available ...