Clients receive a secure link to complete their forms.

Forms can be filled out on any device — phone, tablet, or computer.
​

When the client selects the link, they are taken to the form homepage.

From here, they can select “Review and Complete” to begin.
​

If they exit before starting, the same link can be reused later.
​
​

Demographics
​

Medical History
​

Insurance Information
​

Existing client data (e.g., name, date of birth, contact info) is auto-filled.
​

Clients can review and edit this data if needed.
​

Required fields are marked with an asterisk (*); optional fields are not.
​
​

Contains optional fields (no asterisks) to accommodate clients without medical conditions.
​

Pre-existing medical history entries will populate automatically.
​

Clients can:
​

Dropdown menus are configured under “Medical Options” in PatientNow.
​

Clients can either select from the dropdown list or add new items manually.
​
​

Prepopulated if insurance is already on file.
​

Clients can remove insurance information if they are self-pay or unable to provide details.

Required insurance fields are marked with a red asterisk (*).
​

Clients can type in their plan name, which will populate from available options.
​

Additional policies can be added as needed.
​
​

At the end of the form, clients will see a confirmation statement and a signature box.
​

Once the form is signed and submitted, it is automatically sent back to the practice.
​

The practice can then review any edits before updating the client record.
​
​

Download the RXPhoto app on an iPhone or iPad (most practices use an iPad).
​

Open the app and search for the client using the search bar.
​
​

Option 1: Hold down on the client’s name and drag left → Select Create.

Option 2: Tap on the client’s name → Open Face Sheet → Select Enter Client Record → Choose Create → New Form.
​

[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jqv&feoid=00N3s00000QF9k7&refid=0EMRd00000J2wEf">)

Navigate through form folders using the arrows.
​

Tap a specific form to select it, or tap the folder circle to select all forms in that folder.
​

Select “Fill and Sign” at the bottom.
​

[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jqv&feoid=00N3s00000QF9k7&refid=0EMRd00000J2ypx">)

Choose Client Kiosk mode to lock the app and ensure privacy.
​

Clients complete the form just like they would from home:
​

After completing the form, clients select Submit.
​

A confirmation pop-up appears:

Cancel → return to form.
​

Proceed → submit and send to staff review.
​
​

Clients will then see a message confirming that forms have been submitted.
​

Clients may visit the Consultation Center, a secure area where educational content and before-and-after photos can be displayed.
​

When ready, they can log out to end kiosk mode.
​