Opening a Form Packet from the Patient Record - OnBase Mobile Healthcare - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/OnBase-Mobile-Healthcare/Foundation-25.1/OnBase-Mobile-Healthcare/Usage-for-Android-Tablet/Working-With-Form-Packets/Opening-a-Form-Packet/Opening-a-Form-Packet-from-the-Patient-Record - 2025-04-01

OnBase Mobile Healthcare
Platform
OnBase
Product
OnBase Mobile Healthcare
Release
Foundation 25.1
License
Premier
Standard

To open a form packet from the patient record, complete the following steps:

  1. While viewing a patient record, tap the Packets icon:
    Tip:

    The Packets icon displays an indicator if any packets are assigned and have not been finalized.

    The form packets assigned to the patient are displayed.

  2. Select a form to complete.
    Pending forms are grouped together based on the date of service and chart ID. If a patient has packets assigned that are not attached to a specific chart (for example, Patient Registration packets), those forms are listed under a separate Patient Level heading. To display all forms available for signing, tap All Forms.
  3. Select one of the following options:

    • Sign with PIN

      Select Sign with PIN to set a PIN to prevent a user from navigating away from the packet signing interface. After selecting Sign with PIN, you are prompted to set a four-digit PIN. This PIN must be entered in order to leave the packet signing interface.

      Note:

      The user is signed out automatically after five (5) incorrect PIN entry attempts.

    • Sign without PIN

      Select Sign without PIN if you do not want to require a PIN to exit the packet signing interface.

    • Review

      Select Review to review and finalize form packets.

    For information about completing forms, see Completing Forms. For information about reviewing and finalizing form packets, see Reviewing and Finalizing a Form Packet.