April 2020 - Automatic Scheduling for Charting Events Without a FormBuilder Form







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Did you know you can automatically schedule charting events without an associated FormBuilder form? 

Using the Builders & Tools > FormBuilder feature, you will need to create a FormBuilder form with the same name as the charting event you want to schedule, but you do not need to add any fields to the form. You will then schedule the form as a charting event from the FormBuilder Schedule page.

This is a great option for scheduling events that don't necessarily require an associated form to be completed in the consumer record, such as annual doctor appointments, lease renewals, and post-discharge follow-up tasks.

For complete instructions on scheduling a charting event, click here.

  https://demodb.footholdtechnology.com/help/?12335