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.
Reviewing Forms
Members of your team can review forms that were added or reformatted for your patients and are ready to be published. Once your form is published it is live on your portal and can be assigned to your patients. Your portal will contain 4 tabs including Patients, Doctors, Staff, and Practice.
1. Click on the 'Practice' tab.
2. Click Consent Forms. Each form is placed in alphabetical order starting with numbers first.
3. To review a form click on 'Configure Form' Select Next and the form configuration will populate.
4. Each patient, partner, staff, and physician will be assigned a specific color on the form while you are in the configure form section.
Within a form, in order to determine which color is assigned to which signer, simply click on the field in question, and the right-hand side will showcase who the field is assigned to. Colors will remain the same for each signer throughout the form. Do note that the colors may vary from form to form, as it depends on the signing order of the individual form itself.
Publishing Forms
If the form looks good as is, click Discard Changes to exit the form and then select Publish.
If you'd like our team to make further changes, write back to let us know. At this time, you can either Unpublish or Archive the form.
*Note that Archiving forms is a permanent action.*
1. Log into EngagedMD & click on “Practice” at the top.
2. Click on 'Consent Forms' on the left-hand side.
3. Form by Form, click on 'Publish Form'
4. Click on 'Confirm'