How to send forms to your iOS or Android device using Adit Patient Forms

How to send forms to your iOS or Android device using Adit Patient Forms

The Adit Patient Forms app allows you to send forms to your office's iPad, tablet, or mobile device in real time. This ensures that patients who were not able to fill out their digital forms before their appointment can do so once the arrive at the office.
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To use this feature, you must first connect a tablet or other device device to your Adit account using the Adit Patient Forms app: How to Connect your iOS or Android Device with Adit's Patient Forms
Once you have the Adit Patient Forms app set up, you can easily send a patient's forms to your office mobile device.
  1. There are several ways to send a patient form to your office device. Choose one of the following:
    1. Create Request
      Click the Create Request button and select the Patient Forms icon.

      Search for your patient, then choose the Push to Device option.

    2. Patient Card
      From the Patient Card, locate the Patient Forms section. Select Form History.

      On the form history page, select Assign Form

    3. Form Reminder
      Navigate to the Patient Forms module.
      Under the Requested tab, locate the specific form and select the Send Reminder icon.
       
    4. Submitted Form
      Navigate to the Patient Forms module.
      Under the Submitted tab, locate the specific form and select the patient's name to open the form details page.

      Next, select the Resend Submission button or Send for 2nd Sign; both options will allow the form to be pushed to the device.

  2. After initiating the form from one of the 4 methods mentioned above, the next screen will ask which forms you would like to push to the device. Assign the forms, then select Next.

  3. Select which device you would like to push the forms to, then select Send.

  4. You will see a confirmation message, and the selected forms will load on the iPad, tablet, or mobile device. You can then hand the device to the patient to complete their form(s).

Alert
Please note: For patients' security and privacy, any forms pushed to a device will time out after 30 minutes (or when submitted).
Once the forms are successfully submitted, you will be notified in your Adit platform as normal.

To read more about automating your patient forms, please visit our Guide to Automating Patient Forms.