How To: Pre-fill a patient form

How To: Pre-fill a patient form

Adit’s Patient Forms allow practices to pre-fill certain form fields before sending the form to a patient.
There are two types of fields that can be set as pre-filled: single line text fields and date fields.
Alert
Important: Pre-fill fields cannot be required fields. For more information on setting up a Pre-Fill field, please see How To: Set up Pre-Fill Fields.
To pre-fill a form before sending it to a patient, you’ll first need to start the process of assigning a form to a patient. You can do this in two ways:
1. From the Create Request button at the top of your navigation bar






2. From the Patient Card.



In the Assigned Forms window, any forms that have a Pre-Fill field associated will have this Pre-Fill icon ⚠. 
If the icon is orange, there are empty Pre-Fill fields that need to be submitted by someone from the practice.

  
If the icon is green, the Pre-Fill fields have been updated.


To pre-fill a field, you have two options to choose from:
Option 1: Recommended When Assigning a Single Form
  1. On the Assigned Forms window, click the Pre-Fill icon. ⚠

  2. Fill in the Pre-Fill fields.

  3. Click Save.
  4. Send your form as normal.
Option 2: Recommended When Assigning Multiple Forms
  1. On the Assigned Forms window, click the Send or Assign button.

  2. If any of the assigned forms have empty Pre-Fill fields, a second screen will come up. This screen displays all of the assigned forms that have Pre-Fill fields and allow you to update all of them in one place.

  3. Fill in the Pre-Fill fields.
  4. Click the Send or Assign button again.

Alert
Important: Please note that pre-fill fields cannot be edited by the patient. If a pre-fill field is left empty, it will remain empty even after the patient fills out and submits the form.