1. In Form Editor, download the following form: BCM Patient Affiliation Form
2. Ensure the form functions are displaying as expected within Form Editor. Test the form capabilities in a test patient chart and adjust as needed for your clinic.
3. To batch add the forms to paneled patient charts, run a panel report in Query Builder. Select all patients in the report. In the Select Action menu, choose Create Forms. Choose the BCM Patient Affiliation Form from the dropdown list of forms and choose Save Forms to Patients’ Chart. The form will be added as an unreviewed document in the patient’s chart, ready for clinic staff to print for signatures.
If your EMR specialist has any questions, please ask them to contact AMA-ACTT EMR Lead Parvathi Nair at: [email protected].
Please note: the physician/clinic team are responsible for initiating the discussion with patients about the responsibilities, benefits and expectations of affiliation to all parties involved, and to obtain the patient and physician signatures.