Starting paperwork from a visit
If you are using one of your preset appointment templates when creating new calendar events, you may notice there is paperwork attached to that visit type. Whether a client books their appointment from your booking page, or you schedule their visit using a preset, the required documents will automatically attach. Currently, these are not automatically sent to the client but simply attached to that visit type as a reminder they need to be completed.
One of the options when creating an appointment preset is linking paperwork templates to that visit type, although not required! Check out this article to learn how to create those templates!
Logging a visit using a preset
It is important to select from the preset menu when scheduling a new visit if you want to be sure the paperwork attaches to that visit type. Instead of typing in a visit type, you can select an option from the preset dropdown. This option is especially helpful for a team so that all visit names are streamlined, and easy to track what types have been scheduled! Once you save the visit, you will see the paperwork attached in the visit log!
Visit log view
When viewing the visit log whether from the Billing section, or within a client's profile, the document images are showing you that you have paperwork that needs to be completed, whether by you or the client. The paperwork is not automatically sent at this point, but can be sent by clicking on the document to start it the process from the visit log or main calendar!
Linked document stages
Main Calendar View
In the main calendar view, you may notice there is a red bubble on the event with the number of attached paperwork that still needs to be completed! You can click on the event to open the summary, and start the paperwork from there. If you are filling out the form yourself, you can fill in all of the information in the "fill document fields" section, and then save it with visibility to the client or not. If you are sending it to the client to complete, you can fill out any necessary fields and select the desired sending option! The red bubble will disappear once all of the required documents have been marked as completed.
Starting paperwork from a visit
If there is already that type of document started or completed within that client profile, it may give you an option to continue with existing draft, link a completed one, or start a new one! If the case is that every prenatal visit requires a prenatal visit form, you would want to start a new form. If you need to send a consent form, but one has already been completed by that client, you could link the completed one to note it has been done!
Required to complete
When paperwork is attached to a visit, it is signifying that the paperwork is required in order to mark that visit type as complete. If a doula tries to change the visit status to "complete" without the all of paperwork being completed (green), it would remind them they may not be finished.
