Start by clicking the Settings and Support (gear) icon (1) in the toolbar, select Practice Management (2).

And then select the Patient Forms option at the bottom of the left side menu.

Select Click here to create a new account (1) or if you are an existing SignForms customer, select Click here to login and sync your existing forms with RecallMax (2).

Here, you have 2 options.

You can choose a Custom Form service that can be used to convert an existing form in to an electronic form for a fee (1) or select one of the existing form templates (2).

To quickly preview a template form, click the icon in the right hand side column (3)

You’ll also notice that all of your Contact Information has been auto inserted from your RecallMax account (4).

For this example, let’s start with a COVID Patient Pre-Screening template form (1),

You can select that form and see there is no charge (2).

Conversely, should you wish to start with a few additional forms, you can select those and you’ll notice that SignForms has offered a reduced rate on any additional forms chosen. You’ll then see the total amount owing for the additional forms.

Remember your first form is free!

When you’re ready to proceed, click Send.

That’s it, your forms are now set up!

Next, we’ll want to configure the forms in RecallMax Patient Messaging…

After clicking Send, you’ll be taken to a landing page indicating the order has been completed and a link at the bottom to continue.

Click the link to return to your RecallMax Dashboard.

On this page, you will see a recap of the form(s) you have selected from the previous step.

Here you can view your form(s) (1) and view or edit your form(s) (2).

Next up, we're going to select Patient Pre-Screening under Form Name (3).

If your scheduling software allows us to import the completed patient forms* you can click the pulldown menu and select the area in your scheduler to drop the completed form.

If you would prefer to not have the form imported into your scheduler, select the Do not store forms in Scheduler option.

If you have selected to have the forms imported into your scheduler in the previous step, you can also check the Email a copy of completed form box to receive an additional copy of a completed form to a specific address(1).

If your PMS is not able to import forms* or you have chosen not to have the files imported into your scheduler, we will send the completed forms to the email address listed here or you can enter an other address for delivery (2).

Finally, for this COVID screener form we’ll select the Day of Appointment Message (1).

Click Save (2).

Here you’ll see confirmation that the form is being used in Messages (1).

If you’ve chosen a location in your scheduler to have the completed form delivered, that will be displayed here (2).

Now, if you want to see what this will look like for your patients, you can click the Patient Messages button under the Settings option on the Dashboard Main Menu.

We previously added the form to the Day of Appointment message so we click that option (1).

We can then see that the instructions and link to complete the form has been included in the Text message (2) and Email message (3).

You can also click on the link in the Email to further preview the actual patient experience….

The patient would next see this window and when clicking on the Form or Status options..

….would then be directed to the form for completion!