Can I get forms to automatically show up, based on the patient's reason for visit? – OceanMD

You can set up Tablet Rules that will to automatically show appointment-specific forms. These can be very useful for collecting relevant information from patients before their appointment, without having to manually add forms to their queue.

For example, if a patient is booked for a back pain appointment, they could automatically be presented with this Back Pain eForm.

Note: This feature is only available on the Telus API integration. PS Suite Custom Form integrations are unable to support this functionality.

If you are a PS Suite/Med Access user, you can use the following trigger to create this rule (where 'Reason' is the Appointment Type dropdown menu that can be used when the patient is booked in the schedule):

pt.getReasonForVisit() != null && pt.getReasonForVisit().startsWith('Reason')

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If you are an Accuro user, you can use the following trigger to create this rule, based on reason for visit (where 'Reason' is the reason for visit that the patient's appointment is booked for):

pt.getReasonForVisit() != null && pt.getReasonForVisit().indexOf('Reason') != -1

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You can also use the following trigger to create this rule, based on appointment type (where 'Type' is the appointment type that the patient's appointment is booked for):

pt.getVisitType() != null && pt.getVisitType().indexOf('Type') != -1

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This feature is currently only available for PS Suite users on the Telus API and Accuro users.

For more information on setting up tablet rules, and examples of helpful rules, please refer to "Tablet Rules".

Tablets FAQ