1
From Appointments by Date, find the patient and click the Send Form icon beside their name.
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How to Send Patient Forms to an iPad at Check-In
Send a patient form directly to a registered office iPad from the daily schedule or the patient’s profile, so it is ready to complete at check-in.
Step by step
What you’ll see in this demo
2
In the Send Form window, select the form the patient needs to complete.
3
Choose the registered office iPad where the form should open.
4
Click Send to open the selected form on the iPad.
5
A confirmation lets you know the form was sent successfully. The patient can now complete and sign it on the office iPad.
6
You can also start from the patient’s profile. Open the patient, then click Send Form in the Patient Overview.
7
From there, follow the same steps: select the form, choose the registered iPad, and click Send.
