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inFORM Patient Contact and Autoresponder Help

You should have received an email with instructions on how to login to your inForm system along with your username and password. If you did not, please call PBHS at (800) 840-5383.

To set up your inForm system, follow these steps:

Login Procedure:

1. Launch Internet Explorer. Go to: YourURL.com/inform/ (where YourURL is replaced with your website URL).
2. A login page will appear with a form. Enter the username and login in the appropriate fields.
3. The main menu will appear.

Setting up Welcome Email:

1. Click on Edit Welcome Email Template option on the main menu.
2. Change the text by highlighting and typing over the text given. Click on the “Submit” button at the bottom of the page.

Choose Procedures:

1. Click on the Modify or Create Procedures option on the main menu page.
2. Click on the “Inactive” radio button next to the procedures you do not want on your form. (Or you can delete them by clicking on the Delete link.)
3. To view the procedures or to modify the content of a procedure, click on the Edit link on that procedure line. When you are done with the changes, click on the “Submit” button at the bottom of the page. (If you haven’t made changes, just click the BACK button on your IE toolbar.)

Check Personal Data:

1. Click on the “Change Administrative Choices” option on the main menu.
2. Instructions and a form will appear. You can change any of the options given. Please read the instructions carefully and call PBHS if you have any questions.
3. Click on the “Submit” button at the bottom of the page to make your changes.

inFORM Usage Options

Manage Auto Response Options - Creating and Changing Text Content

• “Modify or Create Procedures” – This option gives a list of procedure titles (standard ones are listed) and allows you to set which pages will be active (thus appearing in checkbox list on the client form). You can modify the text of each procedure, restore a procedure that has been modified, add a new procedure or delete a procedure. When a procedure is “deleted”, it is sent to an archive folder. If necessary, PBHS can recover a procedure file that has been accidentally deleted.
• “Edit Welcome Email Template” -- Goes to ACE editing feature to edit body of email that is sent to client (procedures are attached to this email text). The icon buttons on this screen are very similar to Word.

Manage Newsletter Options - Creating and Sending Newsletters

• “Create Newsletter” – This option lists current newsletters and archived newsletters. (The first time you view this option, there are no newsletters, so click on the create newsletter link to create one.) Here you can create a new newsletter, edit current newsletters, set a newsletter as an archived newsletter, set an archived newsletter as a current one (to be able to retrieve it) or delete an archived newsletter. When creating a new newsletter or editing a current newsletter, the program goes to ACE editing to create a newsletter or to edit the body of the selected newsletter. Archived newsletters that are deleted are placed in a folder for possible retrieval by PBHS in case one is accidentally deleted. The icon buttons on this screen are very similar to Word.
• “Send Newsletter” – Once a newsletter has been created, it can be sent to your clients using this option. The current newsletters will be listed. Once you have chosen a newsletter, a second screen allows the user to view the newsletter via a popup window (to verify it is the correct one), enter the subject line and to choose “all” patients from database or select a subgroup by the procedure information choices. The selected newsletter text with given subject line is merged into an email for each client in the group chosen and it is sent. A third screen will tell you how many emails where actually sent.

Manage Mailing List Options - Adding and Removing Email Addresses

• “Modify Email List” – This option lists all of the clients and their data. The client status can be set as active or inactive. The information on each client can be edited or permanently deleted. A new client can be added.
• “Create or Import Email List” – With this option, you can create a comma delimited file with client name and email address pairs, view that created list and send the created email list to the doctor email address as given on the Admin Screen. You can also import a comma-delimited list of data entries for clients (7 items necessary).

Admin Screen - Change Practice Information

• “Change Administrative Choices” – This option allows changes to doctor’s personal information: The doctor or practice name, the email address for receiving notices, the URL of the graphic header file, the URL of your website, the accent color, the username and password. If you change the username or password, be sure to record these for future reference.

Remember, each page has a set of instructions contained within it. If you have additional questions, contact PBHS at (800) 840-5383.