Once a document is sent to a patient, a notification will appear on their homescreen under My Documents.
When a patient accesses My Documents from their iPad, the ROI will be displayed as an Incomplete Document.
The patient will need to enter their initials regarding their acceptance of releasing any information. They can initial the document by pressing Initial when prompted.
Once the patient has written their initials the first time, subsequent initials will auto-populate each time they press Initial.
Note: The patient can check or uncheck areas of requested information at this point. If the patient does not want to sign the ROI they can click the I DECLINE button and it will cancel out the ROI.
Once the patient presses Next, they will be taken to a series of statements they must initial, followed by a signature. The patient will need to write their name on the screen and press Save or press Clear Signature and start over.
Once all screens are complete, the document will appear for the patient to review. If all information is correct, the patient should click Approve.
After pressing Approve, the patient will be taken back to their My Documents screen and the form can then be found under Completed Documents.
Note: Patients can click X at anytime and the form will close. The form will remain in their My Documents until they complete it later
