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Complete clinician questions in a form

Custom forms now offer the ability to include questions for both patient users and clinical users to complete. This guide explains how a clinical user can complete the clinician questions after a patient user starts the form. These steps can also be followed to complete a form that a patient saved without completing.

This workflow is not supported for the Tuberculosis Survey, Immunization Surveys and Consents, Accommodations, or Declinations.

If you do not see the buttons described here, contact your TrackMy Client Care team to be granted the necessary admin permissions.

To answer clinical questions for a specific patient:

In this example, the patient user Rob Jones has completed their questions for the Health History & Medical Questionnaire form.

  1. In your Clinical portal, go to Search for Patient:

    Search For Patient tile

     

  2. Search for the patient.

  3. Click the patient’s name to open their Account Summary:

    Hyperlinked patient name in SFP - Rob Jones.png

  4. In the patient’s Account Summary, go to Surveys and Forms:

    Account Summary Surveys and Forms - Rob Jones.png

  5. Click + for Custom Forms:
    The red (1) icon indicates that there is an incomplete form for the user.

    Account Summary Expand Custom Forms - Rob Jones.png

  6. Click Complete Form:

    Account Summary Complete Form - Rob Jones.png

  7. Complete clinical questions:
    Not all clinical questions must be completed. You can complete some clinical questions and save the form. This allows multiple clinical users to review and contribute to the same form submission.

    Account Summary Clinical Questions - Rob Jones.png

  8. If assigning to another clinical user, select the user for Assigned To, at the top of the form:
    The Assigned To feature is used for the In Progress Forms Queue, described below.

    Account Summary Form Assigned To - Rob Jones.png

After editing or completing a form, your name will display as a Reporting Clinician for that form record.

Complete a form in the In Progress Forms Queue

To view/complete all In Progress forms:

  1. In your Clinical portal, go to Administration:

    administrationTile.png

  2. Go to Forms and click Manage for Custom Forms:

    Custom Forms Manage button.png

  3. Click Review for In Progress Forms Queue.

  4. All forms with the In Progress status are available to view and complete here. To only see the forms that are assigned to you, select your name for the Assigned To filter and refresh.

    In Progress Forms Queue Assigned To filter.png

Click Complete Form to complete and submit the form on behalf of the patient user. After editing or completing a form, your name will display as a Reporting Clinician for that form record.

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