Hand out a form in a room

Give a patient in the room the forms to complete there, on the room's tablet or on your device.

Anyone in the clinic can place patients and hand out forms.

1. 1

   Place the patient in the room

   On the patient's record or the patients list, press Place in a room, choose the room, and confirm. Or open the room, press Add to room, and choose Patients.

   A carer or parent with them can be added the same way, from Carers and others.

   Patients and carers are taken out of every room overnight, so each day starts with an empty board.

2. 2

   Choose what to hand out

   On the patient's row in the room, press Hand out. At the top, under Waiting for the patient, are the forms and agreements already sent to them and not yet completed. Below, under Or hand out something new, are your published forms.

   Tick everything they should complete, up to twenty at once, and press Hand out.

3. 3

   They complete it

   If the room has a paired tablet, it lists what you handed out straight away. The patient chooses their name and completes it there.

   Without a tablet, find the form under Handed out today on the room's page and press Complete with patient here. The form opens full screen on your device for the patient to complete. At the end it asks them to hand the device back; press Done to return to the room.

4. 4

   Afterwards

   The signed PDF says it was signed in person, in which room, who handed it out and who was placed in the room. The patient's copy is emailed to them if you have their email address, and your clinic keeps its copy.

Still stuck? Open a ticket from Support in the app, or send us a message.