Create a paperwork packet

Learn how to create and customise patient paperwork packets in Adoreal, using a template or by selecting forms manually.

15 steps

Adoreal

You can create a packet from a patient's Patient360, or directly from an appointment in the Dashboard.

In a patient's Patient360, expand "Patient Files" in the sidemenu and then click "Paperwork"

Then, click "New packet"

In the Dashboard, find the correct appointment. Click on the three dots and then select 'Create packet'

Either way, you then have the option to create a packet from a template or add forms manually

Create a Packet using a Template

Give your packet a name and then click 'Select a template'

Click "Next"

Select the template you want to use

Click "Create packet"

The packet has been added to the patient and is ready to be used. You can also add individual forms and documents as needed at a later stage. If you created the packet from the Dashboard, the appointment and any linked forms and journal entries will automatically be linked to the packet as well.

Create Packet by Manually Adding Forms

Just as before, give your packet a name but click "Select forms manually"

Click "Next"

Select the forms and documents you want to include

Click "Create packet"

Create a paperwork packet

Learn how to create and customise patient paperwork packets in Adoreal, using a template or by selecting forms manually.

15 steps

Adoreal

You can create a packet from a patient's Patient360, or directly from an appointment in the Dashboard.

In a patient's Patient360, expand "Patient Files" in the sidemenu and then click "Paperwork"

Then, click "New packet"

In the Dashboard, find the correct appointment. Click on the three dots and then select 'Create packet'

Either way, you then have the option to create a packet from a template or add forms manually

Create a Packet using a Template

Give your packet a name and then click 'Select a template'

Click "Next"

Select the template you want to use

Click "Create packet"

Create Packet by Manually Adding Forms

Just as before, give your packet a name but click "Select forms manually"

Click "Next"

Select the forms and documents you want to include

Click "Create packet"