Calendar: Create An Event & Form Assignment
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.
Frequently Asked Questions
Providers can create a patient event directly from the calendar by selecting a date and time, choosing the patient, and scheduling the appointment. Relevant forms can be assigned during this process.
Historical forms may be reassigned when updated information is needed, such as before follow-up visits or when tracking changes over time. This ensures that patient data remains current.
Yes. Providers can include custom forms when creating an event, allowing them to collect specific information relevant to the upcoming visit.
Legal or consent forms can be reviewed within the system and assigned to patients as part of the intake or scheduling process. This helps ensure compliance before the appointment.
Assigning forms during scheduling ensures patients complete necessary information before their visit. This allows practitioners to review responses in advance, leading to better-prepared and more efficient appointments.