Visual Forms Features

Visual Forms makes the check-in process seamless for the patient and the clinic. Patients can check themselves, and other family members, in for appointments before arrival. No longer is it necessary to fill out a physical form. We have also included standard forms that patients need to sign, such as Telus Health consent.

Basic demographic information such as: address, phone number, email, consent, health care number, insurance and more, can be reviewed and updated. This module helps the reception desk run more efficiently, as changes made by the patient are updated directly into their file and linked as a PDF attachment in the Visual-Eyes linking module.

Visual Forms can also be used to trigger automatic appointment status changes in your schedule. From the appointment screen, you will be able to review who has been sent an intake form and if it has been completed, reducing the need to follow up with patients.

There are a few ways that Visual Forms can be issued to a patient. For example, a link to the form can be sent by automated appointment reminder emails or text messages using Visual Connect, through Visual Book when they receive an online booking confirmation, or even through the Visual-Eyes appointment screen itself. The ability to send from multiple areas gives your clinic the flexibility to leverage the modules you are already using.

Have your patients fill out their insurance and eClaims information beforehand to allow your staff to verify details and provide an exceptional patient experience. With insurance policy information on file prior to an appointment, your staff can inform patients early on if they are not covered for a specific service or purchase. With regards to eClaims, signed patient consent is mandatory for their data to be submitted electronically. You can obtain this consent through Visual Forms with its PDF documentation linking directly to the patient’s file.

Visual Forms offers the flexibility of custom questions. You will be able to ask a variety of question styles to help enhance the patient experience. From gathering ocular history on dry eye, to past and future frame purchases, to current ocular health; their responses can aid your staff in tailoring the appointment. Suggestions can be made on related retail items for purchase, information can be presented to increase awareness, and optometrists can gain insight to guide their exam process.

Signatures or initials can be requested to confirm that critical information given to the patient during check-in was reviewed and understood. You can also ask custom questions to streamline the COVID screening process to protect your staff and other patients.