Automatic Onboarding Forms
When you add a new patient to Allia, any forms you have previously marked as Default in your settings will be automatically selected for the invitation.
Customization: You can remove any default forms or add additional ones from your library before sending the invite.
The Patient Experience: Once the patient creates their account, these forms appear as a Task List on the home screen of the Allia Client App/Portal. These tasks stay prioritized on their home screen until completed, ensuring you get your paperwork back before the first appointment.
Sending Forms from the Patient Dashboard
If you need a patient to sign a new Release of Information (ROI) or update their policies mid-treatment, you can send forms individually.
Open the Patient Dashboard: Go to the specific patient and select the Medical Data tab.
Access Forms: Select the Forms sub-tab and click Send Form.
Select Your Template: A searchable list of your saved templates will appear.
Tip: Use the search bar for quick access to specific assessments or state-required forms.
Need to add something new? If the form isn't in your library yet, click Upload to add it on the spot:
Upload the PDF (up to 50 MB).
Rename it for the patient’s view.
✅ Check if a signature is required.
Confirm: Click Send.
Tracking Completion
Once a form is sent, its status will appear in the patient’s file as Pending.
Real-Time Updates: As soon as the patient completes the form in their app/portal, the status will change to Completed.
Storage: Completed forms are automatically stored in the patient’s Medical Data section, where you can view or download them at any time.
