Authorization Forms

Authorization Forms

BackChart allows you to record any authorization forms you need to give to the patient.  You can either make use of an electronic version of the form via the Patient Portal or you can scan a paper version of the form.

BackChart comes with the following forms:

We can add any forms specific to your practice.  Send a copy of your form to BackChart Support.

Patient Information

The “Authorization Forms” tab on the Patient Info window list all the authorization forms available in your BackChart system.  This list gives you an overview of which forms a patient has completed, as well as, when they last completed the form.  To have the patient complete a form through their Patient Portal, click the green plus icon in the “assign” column.  If the patient has completed the form on paper and you would like to scan and record that completion, click the green plus icon in the “paper ver” column.  Clicking “view” will open the completed form.

Using the Patient Portal

Clicking the assign button will bring up the following window:

On this window you can select:

  • The doctor
  • (optional) A reminder date – The patient will receive a reminder email if the item is not completed by this date
  • An expiration date – When the authorization is no longer valid and the patient needs to complete a new one

When the patient loads the form on their Patient Portal, they will be able to read through the form and agree by signing and typing their name at the bottom.

Using the Paper Version

Clicking the paper version button will bring up the following window:

On this window you can select:

  • Completed Date – The date the patient signed the form
  • Expiration Date – When the authorization is no longer valid and the patient needs to complete a new one
  • File – The scanned version of the paper form.


Questions about this topic? Use the form below to send us an email!

Patient Portal – Staff Access

User Setup

To setup staff access there are two steps that need to be taken.
First, you need to give the user the permission to log patients into the portal. You can either assign the permission to the user or users individually, or if you are using user groups, you can assign the permission to the entire group. The permission can be found under the administration group:

Once the user has the correct permission, they need to choose and enter a key code in their “My Account” settings:
Staff can use this key code to quickly unlock the kiosk/tablet and get it ready for the next patient.


Using the Portal

To access the patient portal go to in your web browser.  You will be asked to login.  Enter your BackChart® COS login email and password.  You will also need to enter your company’s provider name.  If you do not know your provider name, contact your system administrator or BackChart® COS account representative.
When you login, you will be presented with a list of today’s scheduled appointments.  By clicking on the patient’s name, you will log into that patient’s portal.

When the patient is done and logs out, you will be brought back to a login screen. In order to save time, the system will ask for your key code. This makes loging back in quicker since you don’t have to enter your full login information.

Enabling Patient Portal access

To enable a Patient’s access to their Patient Portal, click on the Patient Portal icon located on the patient chart.

The Patient Portal Settings window allows you to enable access to the Patient Portal
The first checkbox enables access for the patient. You can then choose what health information they can see by checking the appropriate boxes for their Problem List, Medication List, Medication Allergy List, and Lab Results. Enter the patient’s email address and click generate password. The patient will receive an email asking them to complete their account creation by choosing a password.