Start by navigating to your MaxAssist® Dashboard and from the left side menu, click Expansion Packs and then GeniusForms™ .

On this first page you’ll see more details about GeniusForms and it’s related features.

When you’re ready to proceed click Let’s Get Started (1), agree to the pricing and then Sign Me Up (2).

Next, we’ll create our first form by clicking the GeniusForms Library button in the top right corner.

Here, you’ll see a collection of forms available to be used at your practice.

Note that the default view is Doc.Drop Forms (1) but you can also toggle to Writeback Forms as well (2).

Below that, a variety of different form types to choose from AND we can help you create custom forms from your existing forms (3).

Let’s start by clicking the Adult Patient Intake Medical/Dental/Insurance form.

In this new tab, you’ll be able to review the form and when you’re ready to proceed, click Add to my forms at the top.

The form will now be visible in your library. Close this tab and go back to your GeniusForms library.

This is where we’ll select the various options for the form including the location in the scheduler where the completed form will be sent (1), the option to have a copy of the completed form sent via email (2), a location in the scheduler where a completed form note will be pushed (3) and the email address to send a copy of the completed form and any forms MaxAssist® is unable to match to a existing patient file (4).

As you can see, once you click Save, this form will be available to send on demand from the MaxAssist® toolbar. If you would like to set up auto message rules click the + Add New Rule button (5).

ProTip: Writeback Forms work the same way except the information submitted on the form by the patient automatically transfers and syncs with the scheduler software.

Selecting this option on any Writeback Form eliminates the need for manual data entry, saving time and reducing errors.

In the Messaging Rule dialogue pull down, you’ll see 3 Rule Type options: Auto Cycle, New Patient, and Custom.

The Auto Cycle rule simplifies the automation of forms needing regular updates, such as medical history or insurance information.

It seamlessly links the form to upcoming appointment confirmations and reminder messages based on a selectable period since the patient was last sent this form.

If a patient has never received this form, it will be sent based on the last time they were billed for their routine exam or any procedure selected.

To activate the auto cycle rule, start by selecting an interval period (1) and then add or remove procedure codes from the Add Procedures button and pull down menu (2).

The New Patient rule is applicable when a patient with no prior transactions books an appointment. The form will be automatically sent if messaging is enabled on Patient Messages-> New Patient Welcome (and/or appointment reminders), until it is completed by the patient.

The Custom rule is designed mostly for COVID type forms where the form is created on specific appointment lists and can be re-added as incomplete should the form need to be completed by a patient multiple times.

There is also the option at the bottom to ensure “Multiple copies of this form are required….”.

In this example, the patient would be asked to complete the form at the Two Week mark and again on the Day of Appointment, great for screening a patient multiple times before an appointment.

First, select a patient name in a list (1) or use the Patient Search (Magnifying Glass, (2), then select the Messaging (envelope) icon (3) and press the Forms button (4).

Start by clicking the Send a Form button (1) to see all of of the Forms available to send to patients at your practice. Next, select the Adult Patient Intake Medical/Dental/Insurance form (2), then Send via Email and/or Text (3) and then Send (4).

Easy!

Click the QR Code (1), select the form you want them to complete (2) and click Generate QR Code button

Then open the camera or QR code app on your tablet and scan the code….

…which opens the form link on the tablet….

…and then simply pass the tablet to the patient to complete.

There are also other great forms insights on this page!

Clicking the information (i) icon underneath Incomplete Forms will display the time(s) and date(s) a QR Code was generated for that form and…

…clicking the 3 dots menu icon (1), displays the options to: View Form, mark as Completed in Office and Remove Form (2).

Once the form has been completed, it will appear under Form History in the window below (1).

Any expired or cancelled forms will be automatically hidden. Should you wish to view, any of those, click the Show Expired/Cancelled checkbox (2).

The upper area will display forms that have not been completed (1) and can be resent (2).

Below are the rest of the forms available to be sent to a patient.

Any forms a patient has recently completed are indicated by a form icon with a checkmark and mousing over it will display a note detailing when that form was completed.

If a form has fields that can be pre-populated, it will display a little pencil icon (1).

Clicking on the pencil icon will display the field (2) that needs to be prepopulated prior to sending to the patient.