Published 01/22/2018 at 1:30am UTC
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E-Documents allow the patient to fill out a form while in the virtual waiting room, and electronically sign it. Users with an Account Administrator or Clinical Supervisor role can create/edit as many templates as needed, and delete templates as well. Common uses for these E-Documents include Statements of Understanding and intake forms. For a good overview of this feature, please see the video recording of a webinar we hosted on e-documents.
This support article illustrates how to create a packet of documents--a preset grouping of documents that you want a participant to see. You will need to have at least one e-document template already created.
The default system packet "All Documents" includes every document as an optional document. To require a document for a participant, you will need to create a new packet.
The default system packet "No Documents" excludes every document.
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3. If you would like to change the documents included in the packet, click on the toggles underneath the packet name. The darker color indicates the selected option for a document in a given packet, and changes to packets on this page are automatically saved.
This article was last reviewed by our Support team on September 19, 2020.