Forms
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 ...
Access Previously Filled Forms in the Client Record
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 ...
Select Menus on Forms Section of Client Record
With the new release of RxPhoto on February 8th, 2021 comes easier access to the most used features. On the Forms section fo the client record, you can now: Fill & Sign a Form Securely Share a Form with the Client with one touch.
How to Share Forms with Clients Via SMS Messaging and Email
RxPhoto now allows providers to share forms with their clients via SMS messaging 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. ...
Form Statuses - Detailed
From the client list, swipe left on one of your clients and choose forms. Tap the Client Library tab. This list contains the forms associated with this client and we can see a a variety of statuses for each of the forms. The first form has a status ...
Filter by Form Status for Medical Directors
Filtering forms by their status is an easy way for medical directors to see forms waiting for review. First tap All Clients at the top of the clients list and this will bring up the filter window. Choose form status, and from the popup window, tap ...
Pinning & Unpinning Account Library Forms
One method for quick access to your frequently used forms, you can pin forms to the top of your account library list. The Account Library is where you can find all the forms in your account. For example, tap the ellipsis on the right side of the ...
How to Print a Form
You can also print directly from the RxPhoto app. Choose the form you want to print. In this case, a blank form. Tap the ellipsis at the top right. And choose Export. Tap proceed, and then choose Print. You see a preview of the form and then select ...
How to Fill Out Multiple Forms in Kiosk Mode
To have your client fill out multiple forms prior to their appointment, go to the client record, All Forms list, Account Library. Tap select at the top of the list. Then tap each form you'd like to include in the packet. On the right side at the ...
How to Archive a Form
To archive a form, first go to the client record. Tap forms, then tap Client Library. Tap the ellipsis next to the form name you want to archive, then tap Archive. To confirm tap the number of forms you're archiving for storage. Then tap Done. ...
Filling Out a Branded Form
We showed you the fillable forms, now we'll show you the uploaded branded forms. Some forms may be too complex to create a fillable version using the RxPhoto form builder. For example, this branded form has a complicated table to fill out. When you ...
Fillable Form vs. Branded Form - Quick Explanation
There are two types of forms you can use to gather information from your client. Fillable forms and manufacturer-branded forms. Fillable forms are forms you can create and customize on the RxPhoto website. When creating fillable forms, you can ...
Fillable Form vs. Branded Form - Extended Version
There are two basic kinds of forms you can store in RxPhoto. Fillable forms and manufacturer-branded forms. Fillable forms are forms you can create and customize on the RxPhoto website. When creating fillable forms you can choose text fields that ...
How to Change a Form Status
To change a form status, use Quick Action swipe left to go to the forms for the client. Tap Client Library to see all of the forms associated with this client. Choose a form. Tap to full screen. Then tap the ellipsis at the top right to see all the ...
Filling Out Forms
Forms for your client can be found in the client's record. Tap the forms tab at the bottom. In the All Forms screen, we'll see the Account Library. This is where all of the forms in your RxPhoto account are available for use for your client. Choose ...
Navigating Forms Screen
Forms for your client can be found in the client's record. Tap the forms tab at the bottom. In the All Forms screen we'll see the account library. This is where all of the forms from your RxPhoto account are available for use with your client. ...
Create a Consent Form
This article will review how to create simple consent forms, similar to the consent forms created in the RxPhoto Form Templates prior to April 1st, 2020. As you read through the article, you may expand screenshots by clicking on the image you would ...
Kiosk Mode
Kiosk Mode allows clients to fill out forms on the provider's device (iPad/iPhone) within RxPhoto without compromising any Patient Health Information (PHI). Kiosk Mode locks the device (iPhone/iPad) in the Forms section of the client record so that ...
Form Statuses Available for Providers
There are four form statuses build in to RxPhoto that providers may choose from after filling out a form, or when changing a form status on a client submitted form (via RxPortal or Kiosk Mode.) The form status options are: Incomplete Review - ...
Popular Articles
RxPhoto General FAQs
Below are some of the most commonly asked questions about RxPhoto. If you do not see the answer to your question here, please check out our knowledge base for answers to more questions and instructions/video tutorials on how to use RxPhoto's tools. ...
New! Background Removal
RxPhoto has recently added a new background removal tool with the release of RxPhoto 4.4.3. Background removal allows providers to capture photos anywhere and still have beautiful , uncluttered backgrounds. There are two ways to use background ...
New! Upgraded Capture Sequences
The upgraded RxPhoto Custom Capture Sequences allow practice to create Custom Capture Sequences using any of RxPhoto's on-screen guides. With the update, practices can create Custom Capture Sequences with more specificity. For example: Botox (with ...
Add and Remove Client Tags and Interest Tags
Client Tags and Interest Tags are a great way to help organize your clients. Because tags are fully customizable on the RxPhoto Website (see "Customize Client Tags and Interest Tags" for details), you can use them in any way you like. Some ...
Use the Education Center
The Education Center (currently only available when logged in on an iPad) is a valuable tool to help educate your client at the point of sale. RxPhoto provides content, including before and after photos and videos, directly from the manufacturer for ...