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. The doctor can also share the completed form with the client by choosing the form and tapping Share via RxPortal at the bottom of the form. It  can now be viewed by the client but no longer edited.

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• Sharing Forms with Clients

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• 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 ...

• 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 Reports from the App

  For the Doctor To create a report to send to the client, go to the client's photo area and select the photos to include in the report. Then tap Share Via RxPortal. Tap Add Comment to add notes and treatment recommendations. When finished, tap Done. ...

• How to Share Forms with Clients Via Text and/or Email

  RxPhoto lets you share forms with your clients via SMS messaging and/or email. 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 ...