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  3. Using New Patient Registration

  1. HotDoc Support
  2. Forms
  3. Using New Patient Registration
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Downloading PDF form submissions

Last updated 28 December 2020 05:21

New Patient Registration supports the automatic download of the PDF file directly into your clinical software.

As the patient submits their form, HotDoc will auto-process the details we can automatically write back to the patient's record, as well as a PDF version of the form. 

You also have the option to manually download a PDF version of the form alongside the automatic download feature.

   In this article

  • Where can I locate the PDF when it's automatically downloaded?
  • How can I manually download the PDF?



Where can I locate the PDF when it's automatically downloaded?

The PDF will download to a place specific to your clinical software, depending on which system you use.
ⓘ


Best Practice

The automatic PDF download feature is compatible with Best Practice versions Jade and above with HotDoc enabled in BP's Third Party Integration settings. 

The PDF will be downloaded to the "Correspondence In" section of the patient record. To view this, open the patient's file and select Correspondence In:

bpnprpdf.png


Please note: for HotDoc to be able to successfully add the PDF to a patient file, an additional user may need to be added to Best Practice.

To do this, navigate to Setup > Users and add a new user with these details:

  1. First name: HotDoc Forms
  2. Last name: user
  3. Add a category of Practice Nurse (and not guest)
  4. Do not add default sessions
  5. Permissions: Clinical notes - Add/Edit

Medical Director/Pracsoft

To access the PDF download in Medical Director, open the patient file and click on the Documents tab:

mdpdfnpr.png

 

Zedmed

In Zedmed, the PDF will download to the Results Inbox. To access the PDF, head to Clinical then Results Inbox:

zmnprpdf.png

From here, the PDF will need to be assigned to the patient record from the Results inbox.

How can I manually download the PDF?

  1. Open the New Patient Registration screen from the Menu

    image3.png

    image4.png

  2. Click the 'Download PDF' button on the form submission you want to download

    image5.png

  3.  Save the PDF to your desired folder

    image2.png

 

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  • New Patient Registration Sidebar Workflow
  • How to create a New Patient Registration Form
  • Getting Started with HotDoc Forms
  • Why hasn't a copy of the PDF Form written back to my clinical software?
  • How to edit a New Patient Registration Form
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