Introduction
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After completing Step 2, navigate to "Form Sets" in the left navigation bar. We recommend adding FoRSE forms to the EMR, but you may also want to add them to the CRM, and/or Alumni modules depending on your needs.
Select the module (EMR, CRM, or Alumni) where you want to add the FoRSE forms, then scroll down to the "Available Forms" section at the bottom of the page.
Drag and drop all the FoRSE forms you added from the "Available Forms" section into the "Forms in Set" section.
For the Intake Process module, it's important to add only the "FoRSE Demographic Information Form" and "FoRSE Admit Survey" forms. These two forms MUST be completed in order for any assessment forms and for the FoRSE Discharge Survey form to be sent to FoRSE.
With the FoRSE forms now added to your desired Form Sets, the next step is to assign permissions based on user roles. To do this, navigate to "Practice Setup > Roles" in the left navigation bar and choose the role(s) that should have access to the FoRSE forms.
Scroll down until you see the FoRSE forms, where you'll notice the "No Access" option is currently selected. Adjust this as needed to "Read Only" or "Read and Write" according to the permissions required for each role.
Once these steps are completed, you'll be able to view the new FoRSE forms tab within the patient chart, and within the CRM and/or Alumni modules if you added them there as well.
Step 3: Access FoRSE Reports
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To access the FoRSE Reports the user needs permission. Go to Practice Setup > Users. Then select the User, go to the Left Menu Bar menu and check the Access FoRSE Report box.
Go to Reports > FoRSE Reports. This report provides a table where you can track what forms have been completed and if they have been sent to FoRSE or are on Hold. The table displays information about each individual form such as which patient the form was completed for, the name of the form, the service facility, the service date, when it was sent (if sent), when it was last updated, and the contents of the form (the answers).
Above the table, you can filter Search Based on Service Date or Sent On Date. Depending on which is selected, the 'From To' dates will be pulling based on that criteria.
You also have the option to filter by 'Service Facility'.
Remember to click the 'Search' button after applying a filter.
If a form appears as 'On Hold', it indicates that the patient's 'Demographics' and/or 'Admit Survey' forms are yet to be completed.
As mentioned before, both of these forms MUST be completed for any other forms to be sent. Once these are completed, the forms that are on Hold will be sent that night, so the User can check the next day to confirm that.
Remember, FoRSE forms are sent nightly automatically, so there is no "Send" button or action required from the User to send the completed forms to FoRSE.
Please note: We are working on adding a feature to report on all forms, similar to how the Assessment Score Report works.
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