eClinicalWorks Patient Forms

Patients complete intake on their phone. Your front desk reviews what is about to change and clicks Import. The answers land in the eClinicalWorks chart, right down to the preferred pharmacy. Nobody retypes anything.

Powering eClinicalWorks practices of all sizes

Where the time actually goes

Scanning a completed form takes a minute. Typing its contents into eClinicalWorks field by field is what eats the morning.

1

Send from the chart

Send it by text or email, add it to a reminder, put it on your website, or hand out a tablet. It opens in a browser with no app and no login.

2

Answers map to chart fields

Each response is tied to the eClinicalWorks field it belongs in, so what comes back is structured data rather than a page of prose.

3

Import to eClinicalWorks

Staff review the proposed changes and import them. Attachments file to the chart with the correct document type already set.

What practices say

Pharmacy and insurance arrive as fields

These are the two things a front desk most often retypes, and both write into eClinicalWorks directly. The preferred pharmacy in particular saves a phone call later when a prescription needs to go somewhere.

  • Preferred pharmacy is set on the eClinicalWorks chart
  • Insurance details written as structured fields, not a scanned card
  • Demographics and contact information auto-fill
  • Emergency contacts added to the chart
Pharmacy and insurance arrive as fields

Documents that are actually findable later

An upload with no document type is a file nobody will locate in six months. DashQuill assigns the eClinicalWorks document type as it files, so the signed consent is stored as a consent.

  • Correct eClinicalWorks document type assigned to each upload
  • Completed and signed form filed to the chart
  • Insurance cards and photo ID upload alongside it
  • Supporting documents the patient attached come across too
Documents that are actually findable later

Long packets without the drop-off

Specialty intake packets are where paper fails, because patients abandon them halfway. With conditional questions, somebody with no surgical history skips the surgical section entirely.

  • Conditional sections keep the form as short as the patient's history allows
  • Scored assessments such as PHQ-9 total automatically
  • E-signature and file upload built into the form
  • Your existing paperwork converted during onboarding, wording intact
Long packets without the drop-off

Patient forms in eClinicalWorks

What a submission writes into an eClinicalWorks chart, and the three clinical lists still being built.

Patient forms in eClinicalWorks
NumberCapabilityStatus
One-click import of submission data into the eClinicalWorks chart Included
Auto-fill demographics in eClinicalWorks Included
Auto-fill contact information in eClinicalWorks Included
Add emergency contacts to the eClinicalWorks chart Included
Add insurance details to the eClinicalWorks chart Included
Set the preferred pharmacy in eClinicalWorks Included
Upload the completed form to the eClinicalWorks chart Included
Upload insurance cards to the eClinicalWorks chart Included
Upload ID and driver's license photos to the eClinicalWorks chart Included
Attach supporting documents to the eClinicalWorks chart Included
Assign the correct eClinicalWorks document type to each upload Included
Import past medical history into eClinicalWorks Coming soon
Update medication lists in eClinicalWorks Coming soon
Update allergies in eClinicalWorks Coming soon

Questions we get asked first

The things eClinicalWorks practices want settled before a demo.

Does the preferred pharmacy write back?

Yes, on eClinicalWorks it does. It is still in development on AthenaHealth. Ask for it on the intake form, and it is set on the chart when staff import the submission.

Can a submission create a new eClinicalWorks patient?

No. The patient record has to exist before a form can be imported into it. Creating a patient from a submission is available on Practice Fusion only.

What makes this different from a web form we already have?

The difference is whether the submission updates the chart. A standard web form gives you a PDF or an email that someone retypes. Here the answers land in eClinicalWorks fields and the attachments file with a document type, so the remaining work is a review and a click.

Can we use our existing specialty intake packet?

Yes. Existing forms are converted during onboarding, with your wording and branding kept. The fields are mapped to eClinicalWorks at the same time. Conditional logic is usually added then, so patients skip sections that do not apply.

How do patients open the form?

From a text or email, a link in an appointment reminder, your website, a QR code, or a tablet at the front desk. All routes feed the same queue.

Is it HIPAA compliant?

Yes. PHI is encrypted in transit and at rest, access is restricted and logged, and we sign a Business Associate Agreement as part of onboarding. Our HIPAA compliance page has the specifics.

See intake write into an eClinicalWorks chart

The demo takes fifteen minutes and focuses on the import step. Send a current form ahead, and we will use it.