MyFormsForms 1

Uploading and building formsMyForms

Documents created

Paperless Transmission

Paperless Receipt

QA Review

Automatic Filing

Forms 1 Training is held here: My Database(Electronic Filing Cabinet)

• This is where all of your forms are uploaded, formed, and stored

Document Template

• Example shows

how your library will look.

• To add a document you click Add Document Template

Adding a document

Place Holder• Definition: Hold a place

for a document(s)

Document Template• Give your document a title• Choose your PDF• Click Add

Document Title, File, Field Font Size, Page Count Option

• Click Edit to Edit the Template Info

Document Title, File, Field Font Size, Page Count Option

• Any of these settings can be changed at any time.

• The document title will be referenced on every workflow.

• The file can be changed at any time. This makes insurance form changes very simple.

• The field font size and Page count are also available in the form builder.

Please see our Received Stamp Presentation for full details!

• Set where the received stamp will be placed here

• You have the availability to change the stamp anytime

• Team Notes: Use this to give your staff a note about how this form needs to be filled out.

• The note appears as a yellow sticky note on the workflow.

• Recipient Instructions: Use this to give information to clients, clinicians, and/or physicians about how the form needs to be filled out.

• This also appears as a yellow sticky note electronically.• Any note here will appear on the fax cover sheet when E-Faxed.

HCPCS Code: The HCPCS codes applied here will drive what is applied to the form on a workflowEx: L* is all L codes

Compliance Document: Check this box for a form that is collected only once per client (Ex: photo consent form, HIPPA..)

Insurance Relation: The insurance applied here will drive what is applied to the form on a workflow. (More information on next slide)

• NONE: Software automatically defaults to this | This will create 1 form with all Insurance that is pulled onto a workflow (as long as multiple fields are selected and applied to the form)

• ANY: This will create this form for each insurance listed

• SELECTED: This will apply specified Insurance to the field on the form

Insurance Relation

• Once you have completed all necessary fields you will select Update to complete

Set Assignments

QA: Quality Assurance

• Set up your custom QA Checklist Items

1. Type within the box your QA statement.2. Select Add3. Repeat for all additional desired statements

Click here for Form Builder

Next Step: Form Builder

• Displayed here is the uploaded form

Page Count option

Form pages displayed here

* Field List(See next slide for further details.* Preview Template (Details on upcoming slides)

• There are multiple ways to open the field list: simply click Show Field List, click the black pointer arrow, or anywhere in the gray area

Field List

Field List Choices

• Detailed on the next slides are descriptions of each individual field

• At any time you can search for a field in the Search bar at the top

• Open your individual fields simply by clicking on the name

Signature Field

• The signature selections are for clinician, client, physician, and RTS• The field will populate a date when signed electronically underneath the signature

Custom Fields Text Field- Think as a sentence (Open to letters, numbers, symbols)Text Area- Think as a paragraph (Open top letter, numbers, symbols)Number- Defaults to no units, options to add unitsCheckbox- Creates a check |open to check one box or all of the boxesRadio Button- 2 options (circle or check)| Designed to force one choice to be checked or circled | Under master radio button, CLICK HERE to add your additional radio buttons (as many as you need, click)Drop Down Menu- Enter your custom choices in the field and separate by the pipe character (above the enter key)Date- Custom date | Option to change the date format | may use a default dateCircle Field- Produces a circleCurrent Date- Applies date that form is filled inCurrent Date & Time- Applies date & time that form is filled out

• Client fields include all information that will automatically pull from your Brightree data and/or MyForms data onto the form

Client Fields

Client Contacts Field

• Client Contact fields include all information that will automatically pull from the Brightree data onto the form

Diagnoses Field

• Diagnosos fields include all information that will automatically pull from the Brightree data and/ or data from MyForms onto the form

• Stacked Diagnosis codes.

Insurance Providers Field

• Insurance Provider fields include all information that will automatically pull from the Brightree data and/ or data from MyForms onto the form

• Stacked insurance policy IDs.

Evaluation Participants Field

• Evaluation Participant fields include all information that will automatically pull from the data in MyForms onto the form

Clinician Field

• Clinician fields include all information that will automatically pull from your Brightree data and/or MyForms data onto the form

Physician Field

• Physician fields include all information that will automatically pull from your Brightree data and/or MyForms data onto the form

RTS Field

• RTS fields include all information that will automatically pull from your MyForms data onto the form | The RTS/ USER assigned to the workflow

Items Field

• Item fields include all information that will automatically pull from your Brightree sales order or MyForms items onto the form

Workflow Field

• Date Needed• Actual Delivery Date• Sales Order # (External)• Date needed (pulls from MyForms)

Workflow Branch Field

• Workflow Branch fields include all information that will automatically pull from your Brightree data and/or MyForms data onto the form

Current User Field

• Current User fields: The active users information who is rendering the document (information will pull from MyForms)

Current Company Field

• Current Company fields: Company Name (If different from Branch Name)

• General Document fields: Apply a page count here

General Document Field

• Save & Close: Anytime during the form builder you can stop, save and close

Preview Template

• Selecting Preview Template at any time will show what the field will look like electronically and with your information applied

• Gear Box: This is where all of your options are to set this form (more detailed description on next slide)

• Copy: Applies all the settings you created in the gear box and copies

• Delete: Click this to remove the field

Choices on individual text field

Gear Box Options

• Cancel will void any changes• Save will store all changes

Add | Change title

Change the position of this field on the form

Change the dimensions of this field on the form

Gear Box Options Cont…

Change the font size from really small to really large (defaults to normal)

If you select “Yes” to the required option, the form will not be able to be sent out or returned when going electronically

Fill this out to apply a note to your staff about how the form should be filled out

This is produced when more items are allotted on the form. If checked, the value gets copied to corresponding field on the supplemental page

Set the default value

Select this box if choosing a recipient Select the recipient in the drop down

Fill this out to apply a note to the recipient about how the form should be filled out

Gear Box Options Cont…

Set a limit on characters| defaults to No Limit

Built Form (Form Builder)

Completed Form (Electronic View)

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Brightree MyForms

MyForms