Patient Intake Form for Chart Talk Bookings

Scheduled for release 10.27.2020 -Our latest feature release for Chart Talk Bookings ties together the last 10 months of development by integrating online appointment sign up, Chart Talk Bookings configurations, SMS and email appointment reminders, and working with your patients on your branded Chart Talk landing pages.

  1. New Patient Sign Up [Watch our recorded 45 minute webinar on this topic]
    1. Preliminary Work- You must set your new patient visit types to automatically assign and send link to the Patient Intake form Bookings > Service Type : Tic the Is New Patient checkbox
    2. How The process works – When a patient uses the online appointment request tool for a service tagged as ‘Is New Patient’, the appointment approval message will have a link to the Patient Intake Form appended to it. The patient need only click the link to be open and complete the form on any device.
    3. The information the patient filled in from the scheduling portal will prepopulate in the form fields. The patient will be prompted to complete information detailing the history of present illness, mark a body diagram indicating location and quality of pain, primary insurance carrier, enter any relevant family history, social history, past medical history, and at the end signs a brief financial policy disclaimer.
  2. Assigning the Patient Intake Form
    1. For those with Chart Talk Gold, the Patient Intake process can be assigned to existing patients to be filled out just like any assigned document. For a refresher on the different ways patients can access the patient portal remotely or from a tablet or kiosk in your office, watch this video (~10minutes)
  3. Where does the information go?
    1. When possible, patient information is populated in the relevant fields in Chart Talk. Other information, such as medications and family history is documented but must be entered into Chart Talk. Generally the data that isn’t being auto populated is because the EHR requires specific coding for certain medical terms which is out of the patient ability to understand the nuances of the data.
  4. Future development goals
    1. Create tools to help clinics accurately migrate data that needs to be medically coded by using a tool to match patient entered data with the specific medical topics they are related to.