lLesson 37c – Data pre-population from instant intake

1 – Once the patient enters data using the Instant Intake Form from his/her patient portal, it will be made available to the provider to use during documentation.

As soon as the patient comes in for his/her visit, the rendering provider has the opportunity to review information provided by the patient.

2 – During documentation, a pop up box will open automatically. The provider will be given the option to use the data provided in the Instant Intake Form (by the patient portal).

The provider has the option to check and uncheck different elements that they would like to use.

There are times when the provider may not want to use ALL the data provided by the patient. You may uncheck the box on the upper left of each section to exclude the data in a specific section.

3 – The provider scrolls down and will be given 3 options -Yes, No and Remind Me Later

4 – Selecting Yes would pre-populate the subjective section and overwrite the same fields with the data from the patient portal.

5 – Instant Intake Data from the patient portal is carried over to the clinical record.

6 – The clinican can review / edit this information and savechanges.

7 – Selecting No will NOT pre-populate the subjective sectionand the dialogue box will not appear again.

8 – The Remind Me Later option gives the provider anopportunity to review this at a later time.

9 – The system indicates that it will reminder the providerabout the instant intake data the next time.

10 – If the Remind me Later button is clicked again, the dialogue box will not appear again.

The only exception to this, is if the patient logs in to the patient portal and adds / updates information in their instant intake. In that event, the instant intake dialogue box will appear the next time the clinician documents an initial evaluation, re-evaluation or progress note.