Patient Forms
How To: View and modify a patient's form history
When you assign a form through Adit's Patient Forms module, we automatically track which form was assigned and when. When the patient submits a form through Adit's Patient Forms, we log that information as well. You can view all of this data for each ...
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 pre-filled: single line text fields and date fields. Pre-fill fields cannot be required fields. For ...
How To: Check In Using Kiosk Mode
Kiosk Mode is a feature within the Adit Forms app for iOS and Android tablet devices. Practices can use Kiosk Mode to provide a seamless, automated self check-in process for their patients, enabling the front desk to focus on other duties. You must ...
How To: Set up Kiosk Mode
Kiosk Mode is a feature within the Adit Forms app for iOS and Android mobile devices. Practices can use Kiosk Mode to provide a seamless, automated self check-in process for their patients, enabling the front desk to focus on other duties. Please ...
How To: Set up Pre-Fill Fields in Patient Forms
Adit’s Patient Forms allow practices to pre-fill certain form fields before sending a form to a patient. There are two types of fields that can be pre-filled: single line text fields and date fields. To add a Pre-Fill Field to a patient form: ...
How to Categorize Forms
Categorizing forms is a great way to organize your forms by creating your own customized categories. Creating Categories You can create custom categories through the forms preferences found in the Patient Forms module. From here, click on the edit ...
Add Allergies to Patient Forms
Patient allergies can easily be pulled from your EHR and be placed into Adit’s Patient Forms. When patients select an allergy in their form, that data will then be imported back into their patient chart. To add allergies to a patient form: Navigate ...
Add Problems to Patient Forms
Patient problems can easily be pulled from your EHR and be placed into Adit’s Patient Forms. When patients select a problem in their form, that data will then be imported back into their patient chart. To add problems to a patient form: Navigate to ...
How to Import Treatment Plans
Using Adit, you can import existing treatment plans to present and send directly to patients for approval and payment if desired. You can also import additional treatment plans when providing multiple options for patients. Importing A Treatment Plan ...
How to Use Adit Patient Forms Library
Adit Forms Library contains a robust and diverse set of templates for your practice to utilize in creating and sending patient forms. - Navigate to the Patient Forms module, then the Form Builder option at the top, then select Library to access. You ...
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 ...
How to Connect your iOS or Android Device with Adit's 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 ...
Add Medications to Patient Forms
Patient medications can easily be pulled from your EHR and be placed into Adit’s Patient Forms. When patients select a medication in their form, that data will then be imported back into their patient chart. To add medications to a patient form: ...
Customize Patient Form PDF Settings
When downloading forms, you can set the form template to be automatically saved with a specific name format and PDF layout. You can also set the folder destination when the form is imported into your patient management system. To customize these ...
Attach a Treatment Plan to a Patient File in your EHR
When a Treatment Plan is imported into your EHR/PMS software, it attaches to the Patient File in the Treatment Plans folder. There are two ways to import a Treatment Plan into your EHR/PMS software – manual and automatic. Manual Approval of Treatment ...
Customize Default Treatment Plan Options
Treatment Plans are highly customizable and can be configured in unique ways to suit your practice. We know that practices generally set their Treatment Plans up similarly every time, so we’ve provided a robust set of preferences where you can ...
Complete and Approve a Treatment Plan
Treatment Plans are completed by the patient and approved by the practice. Complete a Treatment Plan The patient must click on the link they received in the email or text message to open their Treatment Plan. They can then click through the Treatment ...
Send a Treatment Plan
There are two ways to send a Treatment Plan once it is ready: from the plan builder page, or from the Treatment Plans dashboard. If you are building a Treatment Plan, there is a button at the very bottom of the plan builder to Save & Send. From the ...
Attach a Patient Form to a Treatment Plan
Many practices like to attach consent forms or informational handouts to a treatment plan for the patient to sign off on. Note: In your Adit platform, you will need to add the consent form or handout to your Patient Forms module before you can attach ...
Create a Treatment Plan
Adit's Treatment Plans allow practices to easily create and send a plan to a patient for signature, payment, and approval. To create a Treatment Plan: Navigate to the Patient Forms module. In the top navigation menu, select Treatment Plans. If you ...
Manage Existing Treatment Plans
There are several actions that you can take on an existing Treatment Plan, but they are limited based on the current status of the Treatment Plan. These actions can be found in the far right column of the Treatment Plans list. Send – a right-facing ...
Require multiple signatures on a Patient Form
Patient Forms>Form Builder 1. Click the edit icon to the right of the form name 2. Toggle on Multi-Sign at the top of the form 3. Select Yes when the confirmation screen appears 4. Click the signature icon in the toolbar for your desired location on ...
How to Create A Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...
How to enable eSign
With eSign, you can collect the required signatures for your forms from your patients online. To enable your patients to sign the form electronically, a signature field must be inserted into your form. To add a signature field to your form: Navigate ...
How To: Assign a patient form
Adit's digital patient forms are a great way to collect the information you need from your patients before their appointment, so they don’t have to fill out paperwork in your waiting room. There are several ways to request a form from a patient ...
Turn Form Automation On or Off
You can easily turn your automatically assigned forms on or off with the click of a button. 1. Navigate to the Patient Forms module. 2. In the top navigation menu, select Auto-Assign. If you don’t see this option in the menu, click the three dots to ...
Edit a Form Automation
You can easily update how your forms are automatically assigned. To update the timing or assignment criteria for your automatic forms: 1. Navigate to the Patient Forms module. 2. In the top navigation menu, select Auto-Assign. If you don’t see this ...
How To: Automatically assign a patient form
By automating the assignment of patient forms, your practice can ensure patients are getting the correct forms at the correct time without it being a constant manual process. Common examples of when our clients automate patient forms include: Sending ...
Send an Incomplete Form Back to a Patient
You may occasionally find that a patient does not fully complete a form, or accidentally misses a field that you need. You can easily send an incomplete form back to a patient for them to complete. 1. Navigate to the Patient Forms module. 2. Locate ...
Condense or Expand Patient Form Layout
Adit’s Patient Forms offer three PDF layouts for your forms: Compressed, Table Layout, and Large Print Layout. Changing the PDF layout does not change how the form appears on the screen when a patient is filling it out, this only modifies how the PDF ...
How To: Archive patient forms
If a form has been assigned to a patient but no longer needs to be submitted, you should archive the form request. This removes the form from the patient's form list and reduces confusion. Common reasons why a form may no longer be required include ...
Change the email address forms are sent from
Since Patient Forms can be emailed to your patients, you need to set an “outgoing” email address. The forms will appear to come from the outgoing address you set. It is important for your patients to see a familiar email - like ...
View a Patient Form
The Patient Forms dashboard allows you to see forms that have been requested, submitted, and approved, each in an easy, filterable list. To view a patient form: Navigate to the Patient Forms module. In the top navigation menu, click on Submission. If ...