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 New Patient Packet Xlsx 2016-2024

2016-2024 Form

Use a New Patient Packet xlsx 2016 template to make your document workflow more streamlined.

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[Music] hello I'm hope and today we're learning how to automate your new patient intake process using next health forms and the new patient template let's get started we're going to begin by configuring the forms you'd like your new patients to complete start at the forms tab then select forms and packets and customize forms this will take you into your form editor on the right side of the editor we'll select create packet to create the collection of forms we want patients to complete this will allow you a shortcut where you won't have to enter every form every time this individual packet will probably vary by your practice but you're able to add as many of those forms as you'd like for new patients we will typically see something along the lines of a patient information medical information a HIPAA form and then a form for your office when you're ready you'll click create now when we navigate back into the next Health Tab and refresh our page you'll see that new patient packet is uploa

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