Sign Admission Paperwork on the iPhone

Please watch the video above for full details.

COMPLETE THESE STEPS PRIOR TO THE ADMISSION PROCESS.  THEY ONLY HAVE TO BE DONE ONCE

1. Download Google Drive App to your iPhone.
1. Open the App Store on your iPhone.  (see the app logo to the right)
2. Choose the Search option at the bottom of the screen (with a magnifying glass)
3. At the top of the screen type “Google Drive” in the search bar and hit “Search” at the bottom.
4. Once you locate the Google Drive app (see the triangle icon to the right) it should say FREE.  Click on “Free” and then “Install” to begin the download.  You will be asked for you Apple ID and Password.  Now the app should be installing on your phone and you can move on to the next step.
5. Open the app once it is downloaded and log in.  You will use your email login information and you will have to log in twice the first time.  You should not have to do this again.  Note: one login requires the entire email address to be typed, the other does not.
2. Download PDF Expert to your iPhone. 
1. Contact the helpdesk for a code to redeem to get the app for free.
2. Once you receive your code, push and hold on the code, choose copy, then open the App Store.
3. Choose the “Featured” icon at the bottom of the screen.
4. Scroll down to the bottom of the screen and choose “Redeem”
5. Push and hold and choose “paste” to enter the code given to you by IT Department in the box at the bottom of the screen that says, “you can also enter your code manually.”  You may also manually type in this code.
6. Choose “redeem” at the top of the screen.
7. Your PDF Expert App should be downloading.  If you get an error message stating the code didn’t work, contact the helpdesk for another code.
3. Copy The Admission Paperwork template to your Desktop.
1. Log in to Google Drive on your laptop computer as you normally do.

                                                              i.      Open Google Chrome (icon to the right)

                                                            ii.      Log into your email as usual and Choose “Drive” on the top of the screen

2. Click on “Shared With Me” on the left of the screen.
3. Choose “General Documents” and then “Forms”
4. Locate the form “HCSC Admission Paperwork…” (note: it may have an update date at the end of the file name that may change if updated.)
5. Click in the box to the left of the document and then choose “more” located at the top of the screen.  Choose “download”
6. The document will be downloaded and visible at the bottom left of your screen.  Click on the download at the bottom of the screen to open the document.  If asked to “keep” the file, do so.  Click on the box in the bottom left hand corner of your screen that has the name of the file you just downloaded.  This opens the file.  Now choose “file” and “save as” and save the file to your desktop.  Now you have this paperwork saved to your desktop to use as your original template.

THE FOLLOWING STEPS WILL BE REPEATED EACH TIME YOU HAVE A PATIENT TO BE ADMITTED INTO HOSPICE SERVICES.

STEPS 1-8 SHOULD BE DONE BEFORE YOU LEAVE THE OFFICE IN ORDER TO BE ABLE TO COMPLETE THE REST IN THE HOME WITHOUT THE NEED FOR INTERNET ACCESS.  HOWEVER, IF YOU HAVE INTERNET ACCESS, THESE STEPS CAN BE COMPLETED ANYWHERE.

 Open the file you saved to your desktop as your template for admission paperwork.  Click on “file” and then “save as”.  Save a copy to your desktop using the name of the patient in a format that indicates the patient and admission date. (i.e. Jones_Admission_01-01-13)

2. Go through the documents and type in any information you have on the patient that can be input.  The more you complete now, the less you have to complete on the iPhone.  Save the document and close it.
3. Open your Google Drive location on your laptop computer.
1. Open Google Chrome and log in as you would to check your email.
2. Click on “Drive” on the landing page or the word “Drive” on the top toolbar if you are in your email.
3. Click on “My Drive” on the left side of the screen.
4. Upload the newly saved file renamed to the patient that is to be admitted to your Drive.
1. Choose the Upload icon located on the upper left hand side of the screen. (a red box with a line and an arrow)
2. Choose “File”
3. Locate the file you just saved to your desktop by clicking on “Desktop” in the left hand box.  And then choose the file you just renamed in the right hand box and either double click it or choose “open” at the bottom.
4. A dialog box will open on the bottom left of the screen showing the progress of the file being downloaded.  Once completed, this box may be closed by choosing the “x” in the upper right hand corner.

NOW YOUR FILE IS ACCESIBLE ON YOUR IPHONE AND CAN BE OPENED IN PDF EXPERT FOR USE IN THE HOME OR FACILITY TO ADMIT THE PATIENT.

5. Open Google Drive on your Iphone. 
6. Open “My Drive” by choosing the three lines on the upper left hand corner and then choosing “My Drive”
7. Open the document that you just renamed and uploaded to your drive for the new patient.
8. This is in a viewer and the information you completed for the patient will not show.  Click on the three dots in the upper right hand corner and choose “open in” and then “PDF Expert” to open in PDF Expert.  Your information should now be visible. (at this point, your document will remain in PDF Expert and you no longer need internet access or phone service to complete the signatures or to save the document in PDF expert)

THIS SECTION EXPLAINS HOW TO LET PATIENTS/CAREGIVERS SIGN THE DOCUMENTS FOR ADMISSION TO HOSPICE SERVICES

1. Create a signature for the patient/caregiver
1. If you don’t see the menu bars on the top and bottom of the document screen tape somewhere in a blank area and the menu boxes should appear on the top and the bottom.
2. Choose “documents” in the upper left hand corner
3. Choose “settings” in the lower right hand corner
4. Choose “PDF Viewer” in the middle of the screen (you might have to scroll up or down if you don’t see it)
5. Choose “Edit My Signature”
6. Turn the phone sideways and, using a stylus, allow the patient/caregiver to sign on the screen.  If the signature needs to be re-done, click on the white paper image at the top of the screen.  When satisfied with the signature  Choose “Save”
7. Choose “Documents” in the bottom left hand corner
8. Choose the document in the list of documents for that patient to open the document packet again.
2. Scrolling through the documents by swiping up or down, explain the documents to the patient/caregiver and each time allow them to sign the page by doing the following:
1. Click in the appropriate signature box (blue box with a red line around it)
2. Choose “my signature” and the customer’s signature that was just created will appear in the box. 
3. Move on the next page by scrolling down (swipe the screen up)
3. Create Your signature and show the patient/caregiver that you are erasing their signature.
1. If you don’t see the menu bars on the top and bottom of the document screen tape somewhere in a blank area and the menu boxes should appear on the top and the bottom.
2. Choose “documents” in the upper left hand corner
3. Choose “settings” in the lower right hand corner
4. Choose “PDF Viewer” in the middle of the screen (you might have to scroll up or down if you don’t see it)
5. Choose “Edit My Signature”
6. MAKE SURE YOU ARE DONE WITH THE PATIENT/CAREGIVER SIGNATURE BEFORE YOU COMPLETE THE NEXT STEPS, AS YOU WILL NO LONGER HAVE ACCESS TO THEIR SIGNATURE.  Allowing the patient/caregiver to see this process assures them that their signature has been erased and can no longer be used.
7. Choose the white piece of paper icon on the upper tool bar (this erases the current signature)
8. Turn the phone sideways and, using a stylus, sign on the screen.  Choose “Save”
9. Choose “Documents” in the bottom left hand corner
10. Choose the document in the list of documents for that patient to open the document packet again so you can sign in the same manner for your signature boxes.

AT THIS POINT YOU CAN CONTINUE WITH THE CLINICAL PIECE OF THE ADMISSION AND COMPLETE THE DOCUMENTS AND EMAIL THEM LATER OR YOU CAN CONTINUE ON AND EMAIL THEM TO THE AA.

Once you have made sure all the necessary pages are completed, you can email the document to your AA or anyone else who may have need of the admission packet by following the steps below:

1. While the document is open, tap somewhere on the document to bring up the tool bars on the top and bottom of the screen.
2. Choose “Actions” in the bottom right hand corner
3. Choose “Send by Email”
4. Choose “Flattened Copy” to ensure it cannot be edited
5. Once the email dialog box is open you can add the email addressed for those you wish to email.  You can also add a note if necessary in the body of the email.  The subject line defaults to the name of the document, which should be the patient’s name.
6. Choose “send”

 All documents are saved in your PDF Expert App until you delete them.  Once deleted, they cannot be recovered. It would be best to ensure that they have been properly completed and uploaded to Consolo by your AA before deleting them from your phone.