Forms and Policies

Your Pathfinder Health Innovations system provides the ability to easily share Forms and Policies with staff and patient guardians.

Permissions for access to documents saved in Forms and Policies for staff:
1. ACCESS Admin> Security>Security Roles

2. OPEN the role that needs this added

3. CHECK the box to select the following item
        Note: Use the search to filter the list.
        Be sure to choose this permission from the “Pages: Clinical and Shared” section for staff.

4. SAVE and CLOSE

Permissions for access to documents saved in Forms and Policies for Patient Portal users:
1. ACCESS Admin> Security> Security Roles

2. OPEN the role created to give guardians access to the Patient Portal

3. CHECK the box to select the following item

Note: Use the search to filter the list.
        Be sure to choose this permission from the “Patient Portal” section for Guardians.

4. SAVE and CLOSE

To add and share documents in Forms and Policies:

1. ACCESS Admin> Company > Details > Forms and Policies

2. CLICK to access the modal used to add documents to Forms and Policies

• Name the document
• Provide a start date - this dictates the day the document appears to staff or guardian
• Select if the document should be viewable by employees or patients.

• Selecting “patient” means the document will be accessible via the patient portal
• CLICK  to choose the needed document
• CLICK  

3. CLICK the  button to permanently save this document to your company details.  

Details about how staff and guardians who have access to the patient portal will see documents entered into the Forms and Policies:

Staff logged into Pathfinder will access documents in the Forms and Policies intended for them via the Clinical button.

Guardians/Parents logged into the Patient Portal will access the Forms and Policies intended for them via a link in the patient portal.