Uploading and Configuring Forms & Setting Recipients and Routing Order – EngagedMD

Important: This feature is only available to Admins. If you are not an EngagedMD administrator, an existing administrator at your clinic can grant you access. Please contact EngagedMD Support with questions.

Uploading and Configuring Forms

If you have been granted Administrative capabilities on EngagedMD, you will be able to upload your practice’s forms to EngagedMD and configure them for eSign.

1. To get started, first make sure that your forms are finalized and saved as PDF on your computer.

2. Navigate to EngagedMD and click first on the ‘Practice’ tab and then on ‘Consent Forms.’ To upload a new form, click ‘New Form’ and then ‘Browse PDF’ to select the correct form from your computer.

3. Once you’ve finished uploading your form as a PDF, click ‘Configure Form.’ You will need to review the basic settings and customize them to your practice’s specifications.

Setting Forms, Recipients, and Routing Order

As an administrative user within EngagedMD, you can review, configure, and upload forms. This means you will also be able to control the signing order of a form. The signing order will determine which recipients are asked to sign, signers can be removed as needed. If you wish to remove any signer listed because they do not need to sign the form, simply press the X button on the far right of that row.

The default configuration for recipients is:

Second Staff - Routing order [1]

Will route to the chosen Clinical Reviewer on the patient’s form. This is used when information should be pre-filled by a member of the clinic before being sent to the patient.

Patient -Routing order [3]

Will route to the person listed as ‘patient’ in the EngagedMD record.

Partner - Routing order [5]

Will route to the person listed as ‘partner’ in the EngagedMD record.

Staff -Routing order [7]

Used to review a patient/partner’s responses on a form and, when necessary, sign as a Clinical Reviewer

Physician -Routing order [9]

Used when a physician's signature is required on a document.

Please Note: It is important to keep the signing order numbers as the ones listed above (1, 3, 5, 7, 9), as this can affect how packets are sent out to signers. If you feel like it is necessary to change the signing order numbers, please reach out to our Support Team or your Customer Success Manager, and they will give you recommendations specific to your workflow.

Do not change the ‘Email’ or ‘Name’ fields and do not change the numbers next to each signer.

For example, if you do not need a Second Staff signer or Physician signer, the Patient should still be listed as 3, the Partner should be listed as 5, and the Staff should be listed as 7.