conduit office / brightree my forms adding a patient/client
TRANSCRIPT
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MyFormsHow to add a Client
MyForms
Documents created
Paperless Transmission
Paperless Receipt
QA Review
Automatic Filing
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Starting a Client from the Client Tab
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• Once you have selected the client tab you will be moved to this workspace where you will select the Add a New Client tab
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• Once you have selected the client tab you will be moved to this workspace where you will select the Add a New Client tab
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• Here you can see this sign which symbolizes a “required field”
• These 4 fields must be satisfied before proceeding
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• Once those fields are satisfied you will select “CREATE” in the bottom right of the page
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• You will receive confirmation that your client was created• From this point you may go and edit the client’s information
(you can edit at anytime if you choose)
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• Once you have filled in the necessary client information you begin a Workflow
• See our workflow slide for further information…….
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Starting a Client from a Workflow
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• This blue work space will populate and you will select Start a New Workflow
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• Now that you have selected start a new workflow this workspace appears
• Select your Workflow
• Select Add a New Client
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Type your Client’s name within the box to start the search for their records.Note: This search only will search your MyForms data base from this screen.
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• Enter first and last name• Select gender• Select date of birth • Select create
PLEASE NOTE:By creating a client Conduit Office you have also created a patient in your Brightree connected account
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• Now that you have created your new Client record you can Start a New Workflow.
• Please see the Workflow slides for further information on starting a Workflow.
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