Clinic-Assist
Knowledge Base
Through the Portal, forms such as ‘management referrals’ and ‘pre-placement’ can be selected for use. Portal forms are built and created in the same way as ‘screening’ forms via the dynamic form builder tool from the Clinic-Assist main application ‘Assessments’ function. To make forms available for ‘Portal’ use, you need to create them as ‘Portal’ forms. Please view the available ‘Form Builder’ articles before continuing.
To send forms to, or about existing patients (i.e. those patients already setup within Clinic-Assist), first select the relevant patient from the list in your view.
Available forms will be listed in the ‘Assessment Form’ dropdown, or by clicking on the ‘Employee Forms’ button
An ‘Assessment Form’ is that which is to be completed by the referring manager. Selecting such a form will immediately present the form in view for completion. For example, a Management Referral. When complete, select ‘Submit Form’ at the foot of the page.
At the clinic, the admin contact will be notified by email that a form has been completed for the patient and to view the relevant patient file to review the form.
Employee Forms are those that are to be completed by the patient/employee, for example, a Pre-Placement Form. Selecting the relevant form(s) followed by ‘Send’ will send the target patient an email containing Portal access credentials for ‘form’ completion online.
Patient Portal access is limited to a ‘one time’ login, essentially being available only while forms need to be completed. As soon as the patient has completed the forms, both the manager and clinic admin will be notified that forms have been completed and are available for review.
If a patient/employee is not already registered in Clinic-Assist, you can send a form to the proposed recipient by first clicking the ‘Add’ button from the portal home page.
This will provide a ‘Add New Employee’ entry screen requiring minimal input and selection of relevant form(s).
Upon ‘Save’ an email will be sent to the recipient containing Portal access credentials for ‘form’ completion online.
For existing/registered patients, you will receive notification once the form has been sent and then again on completion. If you need to resend forms to existing patients, simply select the relevant name from the list on the home page and complete the process as before. For ‘New’ patients, it is the clinic’s responsibility to first verify the individual, after which they will exist in the normal list of Employees on the Portal home page. This prevents random entries of user data being made directly in to the Portal. While the verification process is taking place, you can track if the recipient has completed a form by clicking on the ‘Pending’ button from the Portal home page.
It is here that you can also select to ‘Resend’ the original communication with forms if required. Pending entries will disappear as soon as the target recipient has logged in and completed the relevant form(s).