For use with NexHealth Forms.
Overview
Create form packets
Smart form automation allows you to automatically send forms with your reminders, but you can also create packets to group forms that are commonly sent together in a manual form request.
If you use the NexHealth iOS app for the iPad, packets you create here will also appear on the iPad.
Forms outside of packets will appear in alphabetical order. If you have a preferred order you would like patients to encounter their forms as they fill them out, you can name each form with a number (e.g. 1 - Patient Information, 2 - Insurance Information, etc.). This will cause the forms to be ordered numerically.
1. Navigate to Forms → Manage forms → Packets tab.
Go to Forms in the left-hand sidebar, select Manage forms, then switch to the Packets tab.
2. Click New packet.
Click New packet in the upper right of the Packets tab.
3. Name the Packet.
Give the packet a title your staff will recognize, for example, New Patient Paperwork.
4. Select the forms to add.
Add the forms to your packet by searching for the form in the Add forms to packet field. If you want to adjust the order - just click and drag your forms within the packet.
5. Click Save.
Click Save to complete the Packet. |  |