Pass to Patient allows patients to complete intake forms using a clinic's device or by scanning a QR code. This article will walk you through How to Use Pass to Patient
Step 1: Share Intake Form
On the schedule, select an appointment and click Share Intake Form
Step 2: Select the intake form(s)
Select On Your Device, then choose the appropriate intake form(s) using the dropdown menu
Step 3a: Generate QR Code
Select Generate QR Code for the patient to scan and complete the intake form on their personal device
Step 3b: Pass Device to Patient
Select Pass Device to Patient and the patient can complete the intake form on your device (eg. a tablet)
Doing so will open the intake form in a new tab for the patient to fill out
It will also securely lock your session until you input your password to unlock it