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Calendar: Create An Event & Form Assignment

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About This Video

Scheduling a visit and want to make sure the right forms are ready ahead of time? This walkthrough shows how to create a patient event in the ReveliaDx calendar and assign the appropriate forms for upcoming visits.

 

You’ll see how providers can decide when key histories, such as surgical history or family history, should be retaken and quickly reassign those forms when needed. The video also covers how to add custom forms created by your practice, along with reviewing and assigning required legal forms. It includes how to confirm whether forms have already been completed and signed.

 

You can also add additional forms at the time of scheduling, so every visit is prepared with the right documentation and data collection.

 

Best for teams that want smoother follow-up workflows, up-to-date patient information, and confidence that no required forms are missed.