E-Documents: managing packets

Support Center > About SecureVideo Features

Published 01/22/2018 at 1:30am UTC

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Details

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.

 

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. 

 

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Answer

 

 

Create new packet

  1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents under the Features menu

 

 

  1. On the next page, use the "New Packet" button on the right hand side of the table. 

New packet button

 

  • If you have already received E-Documents before, click on the "Edit Templates" button in the lower left-hand corner first, and then the "New Template" button on the next page.
    Edit Templates

 

 

  1. Enter the name of the packet as you would like it to appear when selecting which packet you would like a participant to see. (The packet name and description are NOT shown to participants.) Then click the "Save" button.

    Name and description of packet example

 

  • The name must be something other than "All Documents" or "No Documents", because there is automatically already an "All Documents" packet that can be selected if you would like a participant to see all active documents (if an inactive document is included in a packet, it is not visible to the participant), and a "No Documents" packet that can be selected if you would not like participant to see any document.

 

 

  1. Click "Include" under the packet name if you want a document to be visible within that packet. Click "Exclude" to exclude that document from a packet. (By default, no document is included in a new packet.)
  • The darker color indicates the selected option.
  • Changes to packets on this page are automatically saved.

Arrow points at "Include" toggle, which is darker gray than "Exclude", indicating that document is included in that packet

 

 

Edit existing packet

  1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents under the Features menu

 

 

  1. If you would like to edit a packet's name, or view/edit the packet description, click on the "Edit" button underneath the name of the packet. (Depending on the number of packets you already have, you may need to scroll horizontally.)

Edit button below the "Initial Documents" example packet

 

  • If you have already received E-Documents before, click on the "Edit Templates" button in the lower left-hand corner first, to get to the packets page.
    Edit Templates

 

 

 3. If you would like to change the documents included in the packet, click on the "Include" or "Exclude" toggle underneath the packet name.

  • The darker color indicates the selected option.
  • Changes to packets on this page are automatically saved.

Arrow points at "Include" toggle, which is darker gray than "Exclude", indicating that document is included in that packet

 

 

Delete packet

  1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents under the Features menu

 

  1. On the next page, use the "Delete" button underneath the name of the packet you would like to delete.

Delete button below a packet name

 

  • If you have already received E-Documents before, click on the "Edit Templates" button in the lower left-hand corner first, to get to the packets page.
    Edit Templates

 

 

This article was last reviewed by our Support team on January 21, 2018.