Getting Started with Forms
Automate Digital Forms – 4 mins
STEP 1
Submit your Legal Business Information
Failure to submit your Legal Business Information will result in limited functionality of Vyne Trellis® features.
Important: This step must be completed before training or onboarding can begin. This information is typically found on an EIN (CP575) or 147c Tax Form.
What happens if I don't update my Legal Business Information?
If you fail to include the required information, text messages will be marked as spam and blocked from reaching patients.
STEP 2
Connect Vyne Sync to Your Practice Management System*
By connecting Vyne Sync, patient appointment data will automatically flow into Vyne Trellis for automated sending of forms and writing back patient details and PDF’s to your practice management system.
Note: Vyne Sync is required to be installed on your practice server.
*If you have not already connected Vyne Sync to your Practice Management System.
STEP 3
Customize Your Forms Experience
Easily add forms to your practice website, create new forms, and set up an in-office tablet experience. Use one of the default forms or a packet of forms, and enable automated forms to seamlessly send and write back patient data into your practice management system. Integrate your Topaz and ePad signature pads for a streamlined form signature experience.
Forms Settings
1. Open Trellis and expand the Engagement Section. Click on Forms in the sidebar.
2. Select the Settings “gear” icon in the upper right.
3. Automate your forms by selecting the checkbox to indicate your new patient packet(s). Packets are available for ‘New Patients’ and included in the new patient Welcome Letter in Reminders.
4. Click the drop down menu in the Existing Patients column.
Individual forms are available for Existing Patients and included in the following message types.
- Save-the-date
- Appointment Reminders
- Appointment Confirmations
5. Select the availability rules for each Form.
For offices with Reminders, these changes will save automatically, so no further action is required.
6. Add Forms to your website by sharing the link with your web designer, available by way of the Share option
7. Add Forms to your your tablet
- Login to Vyne Trellis on your tablet via Google Chrome
- Click on the Forms feature
- For reception, select the Updater
For clinical, select the Launcher
Use the upward arrow option to Add to Home Screen
8. Create New Forms
- Click on the Forms feature
- b. Click on the Settings wheel in the sidebar | Feature Settings | Forms Settings
- c. Select New Form
Use the Drag-and-Drop Custom Form Builder to create your very own custom Forms.
STEP 4
Learn More About Forms
1. How to deliver received forms back to your practice management system
Automated – Upon activating Automated Forms:
Sync Settings will appear in Forms Settings. This allows you to determine how Forms will be sent back to your Practice Management System.
1. Automatically Write Back to PMS (Default) – Auto delivers all forms and data to the patient’s chart without intervention.
2. Manual Only – Forms are delivered to your Filled Forms page & require sending manually back to your Practice Management System.
Manual – Upon receiving Forms:
Allows you to manually send forms back to the patient chart in your practice management system
2. Signing Forms can be done via patient personal device, tablet, or computer.
Topaz Signature device
1. Use the Topaz Signature pad instructions found here
2. Next, refer to the instructions here
ePad Signature
1. Use the ePad Signature instructions found here
2. Next, refer to the instructions here
