Submitting an Update Demo Form
1. Navigate to the Patient Submission
2. Go to Update Demo
3. Select the Setting icon and from the action dropdown select Live.
Note: This will take you to the Update Demo form Patients can also access this form from your website
Users can send an invite from dashboard to patients
- Fill out the whole form
Note: All fields in red are "required" and yellow are "optional" to fill up!
Patient Information
Contact Information
Submitter will receive status notifications via SMS/Email
Address
Payment Information
Self Pay
No other information is collected
Insurance
Patients can upload primary and secondary insurance information
Pharmacy Information
Other Information
Patients can upload documents and comments
- Select Submit once the form is completed
- The form will be completed
Records will show in dashboard
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Generate Update Demo PDF
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View an Update Demo Submission
1. Navigate to the Patient Submission 2. Go to Update Demo 3. Select View Demo - User can view the submission details