Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

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Blog

Using Formstack Portals to Streamline Patient Onboarding

Lacey Jackson
/
June 5, 2020
Blog

Using Formstack Portals to Streamline Patient Onboarding

MIN
/
June 5, 2020
About the Episode
Episode Highlights
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Episode Transcript

Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Blog

Using Formstack Portals to Streamline Patient Onboarding

Blog

Using Formstack Portals to Streamline Patient Onboarding

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Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


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Infographic

Using Formstack Portals to Streamline Patient Onboarding

Learn how you can empower your back office by using Formstack Portals to streamline patient onboarding.
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Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Throughout 2020, providers have had to reconsider  how they interact with their patients. For example, we’ve seen a major increase in the adoption of telehealth solutions in order to continue to care for patients. If you haven’t digitized your patient onboarding process, there has never been a better time.

We’ve created a super quick and easy tutorial to show how you can use Formstack’s multi-product solution to build a digital patient onboarding process. This tutorial shows how to use Formstack Portals to set up a general patient onboarding process, but it could be easily tailored to specific scenarios, such as streamlining COVID-19 testing. This workflow allows patients to easily locate and complete important forms in a single location. The information submitted on their forms can be automatically routed to software, such as an EHR, used to populate digital documents, and sent to the patient for signing.

Learn More: If your office is treating COVID-19 patients, we have templates to help you streamline your processes and limit patient contact as efficiently as possible.

Builders blog time requirements

Once you’ve built your forms and documents, this workflow will take about 20 minutes to set up. Check out Formstack’s healthcare templates if you need inspiration for building your patient onboarding forms.

Builders blog tools requirements


Builders blog instructions


1. Upload your document. In your Formstack Documents account, upload documents you need patients to sign before their appointment.

2. Establish your delivery. Ensure that your Formstack Sign account has been authenticated and map the fields for patient name and email.

3. Build your forms. Create your patient onboarding forms to collect information, such as patient health history, and map form fields to document fields.

4. Add forms to your Patient Portal. After all of your patient onboarding forms have been built, create a Portal and add your forms.

Today’s patients expect more convenience and greater respect for their time. Visit our patient empowerment page to learn more about using Formstack to reimagine the patient journey.


Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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