eSign Patient Intake Form Made Easy

Esign patient intake form

all right everybody so here's the video I've been getting a lot of requests to show people how you can send out a Google form as an intake how the patient fill it out and then have all that data mired up migrated over to a PDF form that you can customize with your own logo and your own signature whatever you want to do so it's really cool technology let's get right to it then okay also as a side note if you want more tips and tricks I do have a Facebook group that's called G suite for health care providers so feel free to join that in my youtube channel with the same title feel free to check them out and we'll be slowly adding videos of how to optimize your G suite so here we go so here obviously you guys know in your gmail account if you press up here you're gonna come here and then you go to your Google Drive and I'm already in my google drive now and I've created a form the way that we do that is by coming to this say new go to more and add a form okay once we're in our form I hope I already have it open over here let's just come over here so here's my form I've created already just a few things so that you can kind of see what I'm doing you can see up here this is section 1 of 1 of 3 I have separated it into a patient history portion with just a few questions as an example a section that's for consent and a and a section that's for HIPAA I like to do this because I can send out a single form and I'm going to show you away from this single form that you can create even the output can be three separate PDFs one for each of these for the history the consent and the HIPAA form so pretty cool stuff so I'm gonna show you how to do that right now Oh on another a couple other quick things to create another section you click here and it allows you to add a section of course adding questions here once you've added a question you can choose which you know kind you want it can be a short answer which is what you'd have to do for a name right dropdowns checkboxes checkboxes would be nice for medical history they can just check the canoe that they've had and whatnot anyway so there's that perfect the other thing that I would recommend is here pushing on the required button so that if the patient misses anything when they go to submit their form it tells them that they've missed something and they need to go back and fill it out and that way you make sure that you get all the data that you were hoping to get right so first we're gonna come to these three buttons here we're gonna come to add-ons and in add-ons we're gonna look for something called form publisher a lot of you folks already know about this but here it is right here form publisher you're gonna add that which I've already done and what's gonna pop up then is this little puzzle piece we're gonna click on that puzzle piece we're gonna say yes we want to get started with form publisher it's gonna start thinking and it's gonna pull all of the data all of the questions that I have put into this form and it's gonna create a template for me so you'll see that in just a second here it's thinking it's thinking and there it goes it pops up here's what it will be titled I can either choose a template that's already existing or I can edit this one that it's automatically created which is what I want to do so I'm gonna come through here we're gonna edit it I'm gonna say that for this first page I want this just to be the patient history one so I'm gonna rename it patient history right in here this is the template title the template title is intake forms I don't really necessarily want that to show up on my sheet what I want it to show up as is patient history so I'm gonna change that this just comes automatic so I'm gonna delete all that stuff up here I can put a logo which I've done on other things just add a logo you know come up through here insert an image easy-peasy up here we have a timestamp that's generated automatically increment means number right so if I've done five of these it's going to give me an increment we'll say five we don't really care about that so I'm going to delete it and then so on this first page we just want patient history down here I have this stuff and that's gonna be in the consent form in the HIPAA form so I'm going to delete it and maybe I want these things space so I can see them nice right and maybe I don't necessarily want it to say this on my final form so I'm just gonna say name date of birth that can that can stay like that medications with dosages that's the prompt I have for the patient but I wanted to just say medications so as you can see just so that you understand I should have I should have explained this here at first everything that you see in these little arrows in these little flex marks that is the data that's pulled from these answers so when my patient fills in first name last name that's what's gonna pop up right here anything outside of that is just what this is that's the question right that like right here last name first name and that's just standard or that's just set by by foreign publisher so but I can change all that stuff and that's fine and it'll still the only thing that really matters is that these the between these Fletch marks is where all my data gets migrated over to and so we have date of birth date of birth medications past medical history okay I like that what makes my pain worse maybe I'll change this to you aggravating factors okay perfect so we've got that done let's go back here and finish this process we're gonna go to next excellent okay so it's gonna generate files and it's also going to send it somewhere I don't necessarily want it sent to it's gonna create a folder and I don't want it to go to this folder that it's created I want it to go to somewhere where I can keep track of it so I'm gonna actually send it on over to specifically my intakes folder that I've created previously so that's the one that we want perfect and then this does the title of the the template title which I really don't want I let's say it started going into my intakes let's just go last name first name and that needs to match exactly the the Fletch marks here right so that it knows right so you just you can essentially copy and paste this if you want and put it over here so that it this is what it gives the when you look at the file name in your in your folder that's what it will pop up as and then I might if I really wanted to I could just say you know intake you know or I could put the template title here their name the template or whatever I want to do there if I want other things I can have it user I can up here for the file that's generated I could have it put today's date I can put a taunt timestamp when the file was created all sorts of things like that so there's some neat options down there and then in this case I said yeah I want a PDF file other if you don't click this it's just going to create essentially a Word document a Google Doc so then we go to next this is where it gets sent to which email address if I want to I can remove it and have it not be sent any to any email address it just goes directly into my D suite I like to send it to myself just so that I can see when somebody has filled out the form all right there is an option here for approval workflow I haven't played around too much with that I'm going to probably review that in another video but then we push next and then we're essentially done okay so from here I can go ahead and try the form if I want what it's going to do is pull up this form well I would have to do another one right here that's what the that's what comes to the patient you can see they can fill this out they push next it says oh no butts required so we're gonna fill in the name here last name Hoffman first name Nate date of birth yes indeed I was born yesterday ibuprofen ibuprofen great that's what I'm taking for low back pain and I get pain was sitting because I have disco genic injury perfect over here and let's say I put in here that I want you to type your name first and last so that it's considered legally binding great I'm great and I submit that so for right now I'm on my on my template I've only wanted to spit out this stuff because I want it on something separate right I want my three sections on three separate PDFs so we're going to come over here to intakes and see what happens and great it's already populated the Google Doc there it is so it pops up just like that in a second here if I come back here you'll see that's actually popped up as a PDF as well so there we go now we got it we want to show that we can add those other portions to this so we're going to go back to for publisher we're gonna go to an additional template once that pops up again just thinking yeah we want to get started thinking thinking thinking perfect we want to connect an intake form excellent let's actually change this one it's connected but really this is for the consent form so we'll chin change that one consent form and we arcs we have all this stuff already set but we have to almost restart the whole process for this form okay now here's the deal when I send this out I always send the original form that I've created for my patient then what that will do is it'll populate this other form automatically and then from there create a separate PDF but the only thing you have to worry about again the only thing you have to worry about sending this out and everything else is automated will take care of itself so we come here we create another Google Doc all right there we go again we don't necessarily want that name and everything so we're gonna change this we want a consent let's just keep it as that consent form again all this goes away because we don't want it previously here we got this information already we don't want that and then we don't want the HIPAA portion we just want this part right and so it has the verbage and then it has essentially right here we're asking the patient between these Flesch marks that's where the patients names pops up because that's what they answer in the consent form we don't want the increment so we're going to delete that we're going to come back to our consent form we're going to go next and we're going to change again we want this is all part of our intakes so we want this to go to our intakes so that's where we're gonna go and then we don't necessarily want this template title I mean we can but again we can go we can delete this and let's go last name first name and there you have it okay and I do want it sent to me as a PDF we're gonna push next perfect again we can make all those changes here great and that should finish it up great I can push try form but if I push try form what it's going to do is just do this one what I want to go back again is do the original one to show you how it all works so I'm gonna come here let's actually come to know let's do that one we'll preview it and here I can again put it in it Hoffman Nate date of birth again yesterday let's go tylenol low back pain sitting hurts next great H Nate all low battery can I make it there you go age Nate perfect okay so I submit it and I'm gonna come back to my in takes these I'm going to delete these really quick so that you can see so this should pull up for different intakes right two for two for my consent one's gonna be a PDF one's going to be a doc right so two for the consent and then two for the patient history because those are the ones that I've built out so far perfect there it is so what's which one is this one the patient history great so you see there's the new information saying tylenol and so the data now is probably slowly working through the other form that I've created and that too should pop up any minute now and there you go there's the first one and it says consent on there great and there's where I typed my name voila there you have it folks that's how you do it so as you can see pretty cool pretty simple stuff obviously it doesn't look all polished like you can make it my super bill for example I'll throw that up as an example later on because I actually use it to do my documentation with I use the same thing the foreign publisher and I'll show you how I've been able to automate both the note and then also a super bill just pops out along with it so anyway I look forward to putting together a bunch of these videos my brothers in Excel guru and so he'll probably pop on here and there and show you some things that he can do with this excel anyway good luck happy googling