MyFormsHow to add a Client

MyForms

Documents created

Paperless Transmission

Paperless Receipt

QA Review

Automatic Filing

Starting a Client from the Client Tab

• Once you have selected the client tab you will be moved to this workspace where you will select the Add a New Client tab

• Once you have selected the client tab you will be moved to this workspace where you will select the Add a New Client tab

• Here you can see this sign which symbolizes a “required field”

• These 4 fields must be satisfied before proceeding

• Once those fields are satisfied you will select “CREATE” in the bottom right of the page

• You will receive confirmation that your client was created• From this point you may go and edit the client’s information

(you can edit at anytime if you choose)

• Once you have filled in the necessary client information you begin a Workflow

• See our workflow slide for further information…….

Starting a Client from a Workflow

• This blue work space will populate and you will select Start a New Workflow

• Now that you have selected start a new workflow this workspace appears

• Select your Workflow

• Select Add a New Client

Type your Client’s name within the box to start the search for their records.Note: This search only will search your MyForms data base from this screen.

• Enter first and last name• Select gender• Select date of birth • Select create

PLEASE NOTE:By creating a client Conduit Office you have also created a patient in your Brightree connected account

• Now that you have created your new Client record you can Start a New Workflow.

• Please see the Workflow slides for further information on starting a Workflow.

Brightree MyForms