Required Forms in Ritten allow you to keep track of all completed and missing forms for each client in every program.
How to use required forms:
Configure Required Forms (Called Program Forms)
Add Due Dates to each form
View Required Forms
View Due Forms
Utilize the Homepage for reminders
Configure Required Forms (Called Program Forms) and Set Due Dates
1. Click on Configurations
2. You should be in Forms
3. Click on Program Requirements
4. Click on New Rule
5. Select a Program
6. Select a level of care
7. Click on drop down to add forms
8. Search for your forms or scroll to each one and check the box
9. Add all forms for this program
These forms are REQUIRED for every client in this program
10. Click outside the dropdown to close it
11. Click on Add Due Date to set a due date for each form type
12. Type in number for the due date or use the arrows
13. Click on Save
14. Repeat for all forms that must be complete within a certain time frame of admission
15. Click on Create when done
View Required Forms and Due Items
Go to Ritten
1. Click on Compliance
2. Click on Required Forms
3. Check Program to focus on
4. Click on View Forms
5. See that forms have a due date set in program froms
6. If you know that a form already exists in a client record - Click on Mark Complete
7. Click on Yes
8. See this form marked as complete
9. Click on Mark Incomplete to undo this action or if the form is created in Ritten
10. Click on Yes
11. Click on Due Forms
12. Check a program to focus on
13. These due events were created when this client was admitted to a program with due dates on its required forms
Due Items can be quickly added to a client record with "Create New" or dismissed
Utilize Compliance on the Homepage - Required Forms, Due Forms, Open Signatures
Set Required Forms in Program Forms
Include Due date for required forms
Open Due Forms to create upcoming due forms
See started forms in Open signatures
Go to Ritten
1. Click on Home
2. Click on 1 Form due for your clients
3. The user is listed as the primary clinician - only shows due in 7 days
4. See a form that is due
5. Click on Create New
6. Click on Encounter type you need
7. Start to complete the form for this client
8. Return to Homepage
9. There are no more Due and Upcoming Items - Click on Forms created by you
10. See the form you started in Open Signatures
We have updated Required Forms to account for existing forms that were completed outside of Ritten and remain outstanding.
The workflow of Required Forms remains the same. This is a place to check on the compliance of a client chart for a specific program. The new "Mark Complete" action is a way to account for outstanding missing forms that will never be completed in Ritten as they exist already.
If a form will be created in Ritten or was recently created in Ritten, "Mark Incomplete" and allow the system a minute or two to recalculate the status of the form. It will find the form and move it to complete with a link to the form in the client chart.