Forms Administration

Administrators have the ability to create, rename, and delete folders to store completed electronic forms (eForms). Once the folders have been created, the administrator can add blank eForms from ProviderLink to the folders for end users to complete, send, and store a copy in a patient record.

Note: Only a user with an Administrator role can access this screen.

To access the Forms Administration screen: click here for instructions.

1. Log in to the Covisint portal. Your Home page displays.

2. If your organization consists of more than one practice, you must first select your practice from the drop-down list on the Practice Chooser portlet (on the Home page). Otherwise, skip this step.

3. On the Home page, use the Patient Search feature to find the patient for which you want to complete an online form.

4. Patient Search screen, click on the patient's name. The Patient Demographics portlet displays on the Patient Dashboard.

5. On the Patient Demographics screen, click Actions on the menu bar. A drop-down list displays.

6. On the drop-down list, click Administration > Forms. The Forms Administration screen displays.

To add a folder:

1. Click Add Folder on the menu bar at the top left of the screen. The screen expands and the Folder Name field displays at the bottom of the screen.

2. Enter the name of the folder in the Folder Name field.

3. Click Save.

RESULT:

The new form folder (e.g., Generic Forms) is added and displays on the Forms Administration screen.

To rename a folder:

1. Click the icon beside the folder you want to rename.

2. Enter the new name (e.g., Medicaid Forms) of the folder in the Folder Name field.

3. Click Save.

RESULT:

The form folder displays on the Forms Administration screen with its new name (e.g., Medicaid Forms).

To delete a folder:

1. Click the icon beside the folder you want to delete.

Note: A folder must be empty (i.e., contains no forms) before it can be deleted.

RESULT:

The application deletes the form folder and it no longer displays on the Forms Administration screen.

To delete an eForm from a folder:

1. Click the icon in front of the eForm name (e.g., Return to Work/School).

RESULT:

The eForm (e.g., Return to Work/School) is deleted and no longer displays in the forms folder.

The following describes the Fields and Menu Options on the Forms Administration screen.

Fields section
	FIELD NAME	DESCRIPTION
		Click the sign to show the sub folders. Click the sign hide the sub folders from view.
	Form Name	Name of the folder and forms stored within a folder.
	Owner	Name of the facility that owns the form.
	icon	Click the icon to open the Add Forms screen to add a form to a folder.
	icon	Click the icon to edit a folder name.
	icon	Click the icon to delete a folder or an eForm.
	Folder Name	Enter the name of the folder in which to organize and store specific forms.

Menu Bar options
	Add Folder	Click Add Folder to display the Folder Name text field at the bottom of the screen.
	Help	Click Help to display Physician Office Help.