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    Help to create a Jotform solution to run a clinical assessment day

    Asked by BxClinic on May 11, 2016 at 04:03 AM

    H there,

    In June, we're going to be running a free foothealth clinic day in the city's biggest Sports Centre, Sportspark

    I'd like to create a Jotform-based solution to manage everything, but am not sure if it's possible. I've searched the forums and still am not sure. Could I have some advice please?

     

    So, here's what I'd like:

    1) At the reception desk, staff will take visitors' details, and ask them to sign a digital consent form.

    2) Clinicians (there'll be 5) will have a place to see the list of visitors currently waiting, and will call in the next one, marking them as being seen.

    3) Clinicians will complete a clinical form, choosing the patient's name from a drop-down list, which will then pre-populate the other fields that they completed at the reception.

    4) On completion of the assessment, visitors will receive an email with their assessment overview, and the results will be logged centrally.

    I think I can manage the ceation of all of this, except the reception check-in form saving data in a place that creates the waiting list and drop-down list for the clinical forms. Any advice or creative thinking would be very welcome!!

    Many thanks,
    James

    JotForm create solution Day
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    JotForm Support

    Answered by beril on May 11, 2016 at 04:49 AM

    Hello James,

    I am also able to solve 1, 3, 4. However, I am not sure for 2 which is Clinicians (there'll be 5) will have a place to see the list of visitors currently waiting, and will call in the next one, marking them as being seen.

    To better assist, we would appreciate it if you could provide us more details about you workflow.

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    Answered by BxClinic on May 11, 2016 at 05:11 AM

    Wonderful news Beril

    I'm very keen to hear how you've solved one form creating a drop-down list for another form - but O'll wait! Here's the entire process broken down in more detail; I'll see if I can make it clearer!

     

    In reception Data such as this is collected from patients: Name, Date of Birth, Phone Number, Age, Diabetic (y,n), consent for assessment received (y/n)

    In addition, the patient is marked as "unseen" via a hidden field

    Via a form, Clinicians can see a list of names of visitors who are currently "unseen"

    Via that same form, clinicians choose their next patient, marking them "in clinic"

    Via a different form, clinicians assess their patient, selecting the name of the patient from a drop down list  (the list would only need to show the names of "in clinic" patients)

    Upon completion of the assessment, the form is submitted, and the patient is marked as "seen"

     

    Many thanks,

    James

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    JotForm Support

    Answered by beril on May 11, 2016 at 08:01 AM

    Hello James,

    First of all, I am soo sorry for the misunderstanding, I supposed that I could solve that issue with conditions. However, it seems that it is not possible with Jotform.

    In addition to that, you can create another autoresponder for your clinicians and  you can use {edit_link} function on your autoresponder.

    and you can send that email to Clinicians. At that situation, they can add the names of patient to dynamic textbox field. I am really sorry for confusion again.

    If you have any question or issues, please do not hesitate contacting us. We will be glad to assist you.