Overview

This guide outlines how sites can manage functional outcome forms and how patients can fill them out. The initial rollout of forms includes:

• ODI

• NDI

• Modified Oswestry

• UEFS

• LEFS

• KOOS

• HOOS

• DASH

• QuickDASH

Front Desk Workflow

Sending FOTM to Patients

To send a form to a patient, follow these steps:

1. Navigate to the Calendar → Click on the patient’s appointment to open the details drawer.

2. Next to Reminders/Forms, click Send.

3. Select the Functional Outcome Forms you wish to send from the list.

4. Choose your preferred send option (e.g., text message or email) and edit the text/email details as needed. You will be able to customize the message and subject line before you click Send.

Provider Workflow

Viewing FOTM in Chart Notes

1. Open the patient's chart note. Functional Outcomes will be available as a section at the top.

2. You will be able to view the scores here.

3. Click on a form/dropdown to see the values inputted by the patient.

4. As a provider, you will have access to change any values inputted by the patient as required.

Adding and Completing a Form During an Appointment

1. In Functional Outcomes section, you can click the "Add a functional outcome form" dropdown → Select the desired form template (e.g., KOOS, QuickDASH, or Berg Balance Scale).

2. Fill out the form with the patient, selecting the appropriate values for each question.

3. After all questions are answered, the system will automatically display the computed score.

Viewing FOTM History

You can view the history of a patient's functional outcome measurements over time.

1. In the chart note, find the specific functional outcome measurement you want to view → Click the history icon (a table-like symbol) next to the form.

2. A table showing the history of scores for that form will appear.

Deleting FOTM Measurements

You can delete a functional outcome measurement from a patient's chart note if needed.

1. Find the form you want to delete → Click the delete icon (a trash can symbol) next to the form.

2. In the confirmation dialog, click Delete.

3. The form will be removed from the patient's chart.

Patient Workflow

Opening and Completing a Survey

Patients receive a link to the survey via text or email and can complete it in a few simple steps.

1. The patient will receive a link to fill out the forms. They will be able to log in to start answering the questions.

2. Once completed, a confirmation message will display, indicating the survey has been submitted.