NextGen Knowledge Center

Create and Update Customized Patient Forms

As a practice administrator, you can create and customize pre-scheduling, intake, feedback, Consolidated Clinical Document Architecture (CCDA), and scheduler assist normal, screening, and multilanguage-supported forms.

Providers can use forms to allow patients to complete intake requirements before coming to the appointment and therefore streamline staff workflows. In NextGen® Patient Engage powered by Luma, the administrator can configure intake forms in appointment reminders or send directly to patients in messages, including reminders, broadcasts, chats, and custom actions.

Your administrator can use existing templates or create their own forms. The application supports forms in English, Spanish, and Portuguese. Patients can select their preferred language while completing forms. The administrator must select the preferred language type when creating forms to support forms in multiple languages.

A provider can use a screening form to assess a patient's mental health or sleep before a visit by adding a scoring system to the form and assigning point values to each answer. After the patient completes the form, the total score appears next to the form name in the Files tab. The scoring system is applicable only to multiple-choice questions.
  1. Open your Luma Dashboard.
  2. Select the patient profile "" icon, and then select Mission Control > Utilities > Form Builder.
    The list of existing forms appears.
  3. Select Create Form, and then select Use Template next to Blank Starter Template.
    The blank starter templates do not have any questions. However, the predefined templates contain various relevant questions that you can modify.
  4. In the Form Details section, do the following:
    1. Enter the form name, and then select the language, form type, checklist category, patient experience, and status.
    2. Select the necessary checkboxes from the Send to EHR list, and then select Make all questions required if needed.
  5. In the Question Details section, do the following:
    1. Select the question type from the multiple-choice list, and then enter your question.
    2. Select the checkbox next to the question to make the question mandatory.
    3. Select the save and preview icon if needed.
    4. To import questions from a local file, select the import CSV icon.
    5. To add the necessary variable to the question, select from the insert squiggly list.
      For example, if you select the {{patient.firstname}} variable, the application automatically fills in each recipient's first name from the information on their profile.
    6. To rearrange the question order, select the up and down icons.
    7. To duplicate the question, select the copy icon.
    8. To turn on scoring and additional settings, select the settings icon, select the necessary checkboxes, and then select Save.
  6. To add other questions, select Go to next question, add the necessary questions, and then select Save.
  7. To update a form language and other details, select the form from the list, update the necessary details, and then select Save.
  8. Optional: To deactivate or delete a form, select the corresponding form menu icon, and then select Deactivate Form or Delete.
See also
Configure Insurance Forms with Optical Character Recognition (OCR)
Configure Patient Demographic and Consent Forms to Map to NextGen Enterprise PM Fields
Create and Update Customized Patient Forms