Completing New Patient Paperwork - Patient Experience

AgileEMR: Completing NPPW - Patient Experience

• Patient clicks on link received to NPPW
• Patient fills in required fields marked with an asterisk: *
• Patient can "save my progress and resume later"
  • This checkbox is at the top of each page, or a clickable link is located at the bottom of each page
  • When checked or clicked, a Resume Later box will populate (shown below):

• Patient enters their email address and creates a password to access the form later

• Patient clicks Save
• The patient will see the below once they click Save

• Patient will see the email below for future access to resume editing

• Patient will click the link in the email above to resume completing the form
• Patient will enter the email and password they entered previously in the Resume Later fields

• Patient will click Resume this form
• Patient will be brought to where they stopped in the packet. Any previously entered data will remain and still be listed in the completed fields
• Patient will complete the blank required fields
• Upon completion of the required fields, patient will click Submit

• Patient will see a page like below after clicking Submit:

• Patient will need to scroll to the bottom of the page above to sign their packet
• Patient will sign their name with the mouse or by clicking the checkbox for "or type your name to sign"
• Patient will enter their initials and an email address they want the signature verification to go to

• Patient will be brought to a blank page that says, "Thank you!"
• Patient will receive an email to the email address listed in the signature section above
• Response report will be sent to clinic email

• Patient will need to click the link in the email above to verify their signature
• If the patient doesn't click the link, that is when users will see the incomplete signature record
• If the patient is going to leave the page for a while, encourage them to save progress and return later