
New Intake Forms Features
Assign Intake Forms to Multiple Patients
Have you ever wondered aloud: I wish I could send an Intake Form to more than one patient. Well, wonder no more because we’re here to let you know that you can!
Intake Forms can now be quickly assigned to multiple patients. Open the Client menu, select Intake Forms, and open the Assign to Multiple Clients window:

From here, you can search for appointments by practitioner, appointment type, and date range. Retrieve the client list, select the applicable clients, then assign the appropriate Intake Form.
New Appointments Features
Schedule Notes
We’ve also added a pretty cool little rich-text Notes function to the Appointment Scheduler. Clicking on the Notes button on the left side menu will open the Notes window:

From here, click Edit to open the Notes editor. Now here’s where you’ll see the cool part: rich-text formatting! Notes can be left with different sizes, alignments, or bulleted or numbered lists.
Notes are also practitioner-specific, so each physician can have their own separate, dedicated notes! Very useful to help track the booking preferences of different practitioners.
New PDF Features
Annotation Stamps on PDFs
Ever wish you could make a note on the PDF you’re viewing? Wish you could circle, underline, or draw an arrow to a key piece of information on that PDF? Well, now you can!
Healthquest now supports adding annotations to PDF files. Right-click anywhere on the PDF to access the annotation menu:

Custom Annotation Stamps
And I’m sure we’re answering your next question by introducing custom annotation stamps for PDFs. Create your own customized stamp for PDFs. Maybe a stamp that let’s people know you’ve read the file?
Click on Setup, Scans, Annotation Stamps, and click on Create Custom Annotation Stamp. From here, you can create any number of custom stamps. You can customize your stamp by font type, style, color, border type, and style:

And here’s the icing on the PDF annotation cake: you can also tell Healthquest to set your scan as reviewed when stamped with your custom stamp. Now that’s just plum awesome!
Chat Logs for Virtual Appointments Now Available in Healthquest
Not too long ago, we introduced a text chat feature within our Virtual Appointments. But that chat feature was lacking a vital function: the ability to save those chats. Well, we’ve got some great news!
Chats between a physician and a patient during Virtual Appointments are now saved within Healthquest. Once a Virtual Appointment has concluded, the chat log can be accessed via the Patient Messaging tab within the patient’s chart.

*Make sure to check off “closed” to see the chat log!
Updated Instant Messaging in Healthquest
Healthquest’s Instant Messaging has a great new look and an excellent new feature: integration with Healthquest Online!

We’ve worked overtime to bring a new, cleaner look to the Instant Messaging window.
First, all users are displayed in the list on the left, along with the user’s status indicator. Users with a green dot are currently active (logged in) users in Healthquest, users with a red slash through the green dot are set to Do Not Disturb, and users with a white dot are currently inactive within Healthquest.
Click each user to open their associated conversation on the right. Here, you can see your message history, the date/time stamp of your messages, as well as any new messages received.
You can still set yourself to Do Not Disturb, display currently active users, and search for any users.
But here’s the best part: we’ve integrated Instant Messaging with the Healthquest Online app!
Physicians and other staff who use the Healthquest Online app can now chat with Healthquest users back at the office. Log in to the Healthquest Online app, and click Instant Messaging:

Just another one of our plum awesome features!
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