1. Patient Instructions and Consents

2. Loading Patient Instructions
Setup Template Documents New
From the onset, our vision has been
We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices.
Those that have a common goal and a common vision To

3. Loading Patient Instruction Continued...

4. Loading Consent Forms
1. Setup Template Documents New

5. Loading Consent Forms Continued…
Create Template

6. Linking Consent Forms
2. Link template to Consent Forms

7. Issuing Patient Instructions
Log into the patients chart.
Click on the “Documents” icon to issue a patient instruction for that patient.

8. Issuing Patient Instructions Continued…
3. Select “Patient Instructions” from the “Template Category” field. 4. Select a patient instruction from the “Template Name” field.

9. Viewing the Issued Document
5. Once you click “Open” the document selected will open for user to view.

10. Saving the Template
6. Close out of the document. 7. Click on “Save” for the document to save into the patients chart.

11. Document in the Patient’s Chart
8. The document automatically saves into the patients chart under the “Document & Images” tab and in the patients portal after you save.

12. Document in the Patient’s Portal
9. Patient will view document under the “Instructions” tab.

13. Verifying the Patient’s Review Date
10. User can verify if the patient viewed the document on the patient portal by going to check the “Last Review Date” column in the “Documents & Images” tab.

14. Issuing a Consent Form Log into the patients chart.
Click on the “Consent” icon to issue a Consent for that patient.

15. Issuing Consent Form Continued…

16. Consent Form in Patient’s Chart

17. Consent Form in the Patient’s Portal
3. Patient will view the consent under the “Consents” tab.

18. Verifying the Patient’s Review Date
4. User can verify if the patient viewed the consent on the patient portal by going to check the “Last Review Date” column in the “Documents & Images” tab.