How do I send a form to a patient to complete at home (or smartphone)?

Ocean web questionnaires allow you to send forms to patients at home, where they can complete questionnaires on their home computer or mobile device (iPad, iPhone, Android phone, BlackBerry, etc.).

Below is a summary of how to send a web questionnaire depending on which EMR you're using. For more detailed instructions on how to send online messages, please refer to this article. To learn about all the possible secure messages settings, please refer to Patient Messages Settings.

PS Suite or OscarAccuroOther
  • Simply add the Ocean eForm/custom form to the patient chart as you normally do for tablet use. Click the "Email Patient" link, which will open a browser window with an email template containing pre-populated patient information.

Once you're in the Patient Messages Editor:

  • Within the email dialogue box, select the forms you want the patient to complete. You may also choose to include a secure message at this step.
  • Hint: You can use the "Templates" menu in the top right corner to save default email messages and/or settings for later use. Refer to Patient Messages Templates for more information.
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