A Pre-Screening form is used by the Providers to collect information from the Patients before the Consultation. The Pre-Screening forms are sent to the Patients as Questionnaires. The Charm Pre-screening Form allows you to define your own set of questions and mandate the first-time patients to fill them when requesting an appointment.
To create a Pre-screening form, go to the 'Settings > Questionnaires > Practice Questionnaires' section.
Click on the '+Questionnaire' button.
Enter the name of the form and choose the 'Questionnaire Type' as 'Pre-screening Form'.
Add the required questions using the components provided and save the Questionnaire.
Once you have created a Pre-screening form, you have to assign it to the Providers from the 'Settings > Calendar > Online Appointments' section
You can have either the same Pre-screening form for all the Providers or have different forms for each, based on their Specialty.
The Pre-screening form assigned to the Providers is shown to the new Patients when they book an Appointment from your Website (Web Embed).
New patients need to fill in the Pre-screening form and submit the Appointment request.
The Pre-screening form filled in by the Patients is accessible from the 'Calendar > Appointment Requests' section.
Before confirming the appointment request, click on the 'Pre-screening Form' link to view the details filled by the Patient.
Once the Appointment is confirmed, you can access the filled Pre-screening form from the 'Patient Dashboard > Patient Details > Questionnaires' section.
