How Do I Request a New or Updated Custom Form?

Issue

I need to add a new consent or evaluation form. Or, I need to have multiple changes made to an existing form and I don't know how to do it.

Environment

Kipu EMR, Roles: Super Admin, Features: Manage Templates, Manage Templates - Consents and Evaluations, Templates: Consent Forms, Templates: Evaluations

Resolution

If you would like Kipu Health to create a new form for you, the request must be made by a Super Admin or a user with the Manage Templates or Manage Templates - Consents and Evaluations feature enabled. Please contact Support and provide them with the below information:

• The instance URL.
• The patient chart tab where the form should appear when complete (Patient Process). 
• Which signatures are needed (patient, external, staff, and review)?
  • Because your instance can customize the available user functions, the example image below may contain different options than those that appear in your environment.
    
• An attachment of the form that needs to be created or edited. This attachment can be a screenshot, a PDF file, a Word document, or anything that shows what you would like to be built and the related options.

Please Keep in Mind
The amount of time it takes to create/edit the form template(s) depends on how many forms you are requesting, the length of the form(s), and how many other forms requests we are currently working on. When the form is sent to the Forms Team, you will receive an estimation of the time it will take to complete.

Additional Information

• To learn more about creating an evaluation on your own, click here.
• To learn more about user roles, features, and functions, click here.
• To learn more about evaluation field types, click here.
• To learn more about creating user functions, click here.