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Send One-Off Patient Forms in EMERGE

This tutorial will guide you through the process of sending a one-time form to a patient. You will learn how to select a patient, choose a form, and send it efficiently.

Written by Luiz Uggioni Savi

1. Select the Patient Button

The first step is to select the patient to whom you want to send the one-off form. Click the "Patients" button.

Select the Patient Button

2. Select the Search Tool

Select the search toolbar to begin locating the patient to whom you wish to send the form to.

Select the Search Tool

3. Type the Name of the Patient

Please enter the name of the patient to whom you would like to send the form.

Type the Name of the Patient

4. Choose Patient From Results

Select the patient from the search results to continue with sending the form.

Choose Patient From Results

5. Open the Patient Profile

Navigate to the top right corner where the three dots are located, and click on it.

Open the Patient Profile

6. Click Send One-Off Form

Click Send a One-Off Form to Patient to start the form sending process.

Click Send One-Off Form

7. Select Form From Dropdown

From here, select which form you would like to send to the patient. It will appear here in the drop down.

Select Form From Dropdown

8. Send Form Request

After selecting your form, click on "Send Request."

Send Form Request

You have successfully sent a one-off form to a selected patient using the EMERGE application. To continue, you can review the patient's responses or send additional forms as needed.

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