Sending Custom Forms on Demand from the Schedule List

1.   If you haven’t already, go to the Schedule.

2.   Select the visit date you want to use for sending the custom forms.

3.   Click Send Forms. The LMR redisplays the schedule list with check boxes to the left of each patient name.

4.   Select the custom form you want to send using the Select Form drop-down list.

5.   Click the check box for each of the patients to whom you want to send the form. Note that forms are only sent to patient who are enrolled to use the PG application.

6.   Click Send Now.

Note: If a patient electronically completes and submits the form, you can access it in the LMR, using the Patient Entered Data module, and choose to accept the input into the patient’s chart or reject it. For details, click here.