Forms Launcher vs. Forms Updater

Forms Launcher vs. Forms Updater

Access: Everyone

OperaDDS - Forms Launcher vs. Forms Updater
Applies to: OperaDDS


Solution
: Click the + or the header to expand the section.


OperaDDS offers two built-in methods for your office to have Form Packets available to customers who are filling out their forms in your office. These two tools are called Forms Launcher and Forms Updater.

You can locate both the Forms Launcher and Forms Updater by:

  1. Logging into OperaDDS
  2. Clicking Forms | Blank Forms

Consider the two use cases for your forms packets:

Forms Launcher - Patients Filling Out New OperaDDS Forms
  1. Follow the setup instructions from Using Forms on iPad and Android Tablets - FAQ 39223
  2. Click on Forms Launcher on the Home Screen of your iPad/Android Tablet
  3. Click the form(s) or form packet desired
  4. Click Launch


Forms Updater - Patients Reviewing/Updating Previous OperaDDS Forms
  1. Follow the setup instructions from Using Forms on iPad and Android Tablets - FAQ 39223
  2. Click on Forms Updater on the Home Screen of your iPad/Android Tablet
  3. Log In with your username/password
    • This is a required step every time you open Forms Updater, due to accessing Protected Health Information.
  4. Type in the patient's name | Click Add To Form
    • Here you will see a list of the patient's previously filled forms at the top and a list of your office's BLANK forms at the bottom
  5. Click the checkbox next to the forms you want the patient to update | Click Launch
    • If a form is chosen from the top of the list (previously filled forms), the information will pre-fill with the old information entered by the patient in the past.
    • Forms that appear in the updater are forms that have been LINKED to a patient on your Completed Forms page in the past.


For instructions on settings up Forms Launcher or Forms Updater on your iPad or Android tablet, follow the setup instructions from Using Forms on iPad and Android Tablets - FAQ 39223




Printed copies of this document are considered uncontrolled.
39312.Rev002     04.22.2020


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