Ok, so you are set up and cruising along with your FormDr packets and processes, and then something changes that you were not prepared for. Cue; the panic. No need to fret, we know that people leave, new people are hired, and sometimes what you thought would work great needs tweaking a bit. It’s all part of the process to optimize your workflows and keep you running at peak efficiency.
Let’s look at some frequently asked questions to common problems, and how you can easily check that issue off your to-do list and move on with your busy day.
Q: The person who was the admin for our account is no longer with the company. How do we update this information?
The first thing to do is to make this step part of your internal off-boarding process. When an employee is leaving, make sure to update your FormDr account first (if they are an admin) to another team member or the roles replacement. To update your accounts admin information, login with the admin account email and password, and go to My Account. On this page you will be able to update the administrator information and reassign the role. Once updated, this username and password will be the information used to log in moving forward. The administrator has permissions to add new users, set role limitations, and remove users. If your account administrator has left the company and his/her account information is unknown, reach out to support at support@formdr.com and the team will be able to assist.
Q: How do we change our practice information that our patients see when we send them a packet of forms?
You may need to do this if you have, for example, moved locations, added a location, changed business hours, or added a new provider. This will be the easiest part of those change.
To update this information please go to My Account > Location. Here you will be able to update the information your patient sees such as, practice name, address, reply-to email, etc.
Q: We have a new hire that doesn’t know how FormDr works, what should we do?
As part of your onboarding for the new hire, we offer many resources to show them the ropes. It is easy to set up a new user, then get them up to speed and “Formdoctoring” in no time flat.
Our frequent blog posts and guide updates are a good way to stay on top of new features and how to use them, and, of course, – don’t forget the Q&A articles like this one.
To get them added to FormDr:
Step 1: Invite the new user & set their preferred access level
Step 2: Assign them to review the guide’s Getting Started articles.
Step 3: Have them sign up for any our live weekly webinars (and they are completely free!) Onboarding Webinar.
Do you have a suggestion to add to a future Q&A? If you have had a question that you think others could benefit from, contact us and we can include it in our next article. We want all FormDr users to be comfortable with our technology, and on the lookout for new, efficient ways to use it.
We sincerely hope that these explanations help you understand our forms and packets, and how you can apply those concepts to your workflow. Your office can enjoy more complete patient files, less organizing and searching, and processes that become automated, simple, and painless.
