E-Documents: creating a document

Support Center > About SecureVideo Features

Published 06/30/2015 at 10:44pm UTC

Page viewed 2718 times

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 new E-Document.

 

You may also be interested in:

 

Answer

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

E-Documents is 6th in the drop-down menu

 

 

2. On the next page, use the "New Template" button on the right.

New Template button

 

 

3. Enter the name of the document as you would like it to appear on the waiting room page. 

  • "Show to Your Clients Now?": Select "Yes" if you would like the document to appear in the waiting room and be visible to your session participants. If you are still finalizing your document, leave it at "No" when you save your document.

How the Document Name appears on the waiting room page

 

 

4. You can create the document text using our Rich Text Editor. We will automatically add these 3 signature fields to the end of the document, so you do not need to include those in the document body. 

  • Electronically Signed By

 

You can use the Rich Text Editor to format your document in a variety of ways. 

 Screencap showing the rich text editor options

 

 

You can also format your text using pre-set headers by clicking on "Format" and selecting "Formats", which will slide out a menu of different header formats. Select the header that you like.

Screencap showing how to format something as a header 

 

 

5. There are some special tags you can add to the document, which will be replaced by the appropriate information when your Session Participants are filling out the document. They are:

  • [ParticipantName]: this tag will be replaced by the name of the Session Participant who is signing the document.
  • [HostName]: this tag will be replaced by the name of the Session Host.

 

 

6. To create your own fields, place 2 curly brackets like this: {}

Sample of fillable fields

 

 

When your form is generated for your patients, the curly brackets will turn into fields for your patients to input information:

Fields

 

 

7. Use the "Save" button to save your changes and create your document. 

 The Save button in the lower left hand corner

 

 

This article was last reviewed by our Support team on December 30, 2015.