In development4 min read
Protected intake and screening forms
Plan clinical forms with appropriate access and signatures.
This is a product-direction guide. Described features may not be available yet.
Overview
Plan clinical forms with appropriate access and signatures.
Step-by-step
- Choose a protected intake template appropriate to the clinical service.
- Review consent, relevant clinical questions and required fields.
- Test client access using synthetic responses.
- Verify that received forms attach to the protected record.
Important checks
- Ordinary RL forms must not contain protected clinical history.
- Portal access and document storage require security acceptance.