Success Team Knowledge Series - Week 12 Working with Forms

This week we are discussing Working with Forms from the Quick Start Lessons. You may already be using forms if you have a current practice. If you haven’t, the BWS system has electronic initial and follow-up forms you can send to your clients. There are detailed instructions on how to use these forms, so we aren’t going to spend too much time on them. 

Initial Client Form

You can use the default intake form that we’ve provided, as this covers the most essential information needed on any client, and is done in a way that will allow us to provide greater client insights to you over time. To assign a client a form, click on Resources, and Forms.

You will see the initial default forms the BWS system provides. 

To assign a form to a client, click on one of the clients on the left-hand side of the Assign Forms To Clients page, see below. Once you click the client, they will be moved to the right-hand side of the page. Here we have highlighted the BWS Horse Demo. Once we click on BWS Horse Demo, this client will move to the right.

To check on your client responses, you will click on the Resources button, and Form Responses.

In this example, none of the clients have submitted the form. If the form has been completed, you will be able to view it in the Action column.

NES Health Follow-up Form

If you want to send a reminder to your clients to complete the form, you enable the auto reminder. In the example below, it is turned off.

The message provided on enabling this says:

Enabling auto follow-up form assignment will automatically assign the follow-up form for new clients to complete 28 days after their scan. Your client will receive an email notification to complete the form. Follow-up forms are a great way to monitor the progress of your client’s health. You can change whether individual clients have this functionality switched on in their client profile.

✳️NOTE ‼️ If you have the 28-day Follow-up form enabled, it will automatically send it to your new clients even if you did not assign it to them. It will only be sent one time after the first 28 days.

Client Forms

One of the frequently asked questions is where your clients find their forms. When your clients click on Coach in their portal, they will see the Forms button.

From there, they will be able to continue their intake questions or start their submission.

PDF Version 

If you do not want to use the electronic version of the forms, you can find a downloadable PDF version in your BWS Foundations.

After clicking the BWS Foundation, locate the first section titled Science & Scanning Essentials.

Scroll down to the Sample Business Documents section.

Here you will see the links to download the PDF version of the forms.

Wrapping Up!

Using these forms is a perfect way to gather information on your new and existing clients. The more you know about their background the easier it will be to help them connect their scans with the information they’ve provided.

You can reach us at customerservice@neshealth.com or (888) 242-5933 if you have any questions.

We are looking forward to seeing you soon!