Quick Reference — To configure privacy forms for e‑signature on the Patient Portal

athenaCommunicator, athenaClinicals

 

You can upload forms and documents on the Clinical Paper Forms page and the Forms and Documents page, where you can configure them for electronic signature on the Patient Portal.

  1. Display the Clinical Paper Forms page: On the Main Menu, click Settings > Clinicals. In the left menu,under Practice Links — Forms and Letters, click Clinical Paper Forms.

    For non-clinical forms, display the Forms and Documents page: On the Main Menu, click Settings >Billing. In the left menu, under Practice Links — Billing Slips and Forms, click Forms and Documents.
  1. Click update next to an existing form.
  2. View on Patient Portal — Select this option. Additional fields appear.
    Note: Only .html, .pdf, and .png documents can be viewed on the Patient Portal.
  3. Patient Portal display name — Enter the name of the form as it should appear on the Patient Portal. This name should be easily understandable by patients.
  4. Assign appointment types to form — Select the appointment types to map to this form.
    The appointment types that you select move to the Selected list on the right.
  5. Enable digital signature — Select this option to enable patients to sign the form electronically on the Patient Portal.
    The Signature applies to field appears.
    Note: To display a form to the patient during in-office self check-in, you must select the Enable digital signature option (you may not need to select this option if your organization uses only pre-appointment self check-in).
  6. Signature applies to — You can select the type of consent that the patient is giving with their electronic signature. Leave this field blank for forms or consents that the menu options do not apply to (for example, a surgery consent form).
  7. Click Save.

Patients can sign this form electronically on the Patient Portal. When patients submit these forms electronically to your practice via the Patient Portal, the forms automatically update the corresponding privacy form checkboxes in the Privacy section of the patient's Quickview page.