Posts tagged " Electronic Forms "

INFORMATION IMPORTANT TO THERAPISTS

July 24th, 2019 Posted by Acupuncture, Alternative Medicine, Clinic app, Consent forms, Consultation Forms, GDPR, Holistic Health, Hypnotherapy, Medical History Form, Paperless, Security, Sports Therapy, Uncategorized No Comment yet

As a Therapist you collect a lot of information about your clients and their treatment.

In fact, your insurance policy demands it and they can be quite specific. 

Therapists are faced with mountains of paper consent forms, as your client base increases. Paper consent forms are insecure, inefficient and expensive. Storing forms on a hard drive is more efficient, but leaves you at risk from computer crashes, virus and malware.

iPEGS Paperless forms are the perfect solution. You free up valuable space, meaning no more clunky filing cabinets. iPEGS allows you to use your company branding and easily build and edit your forms. Search for your clients using our advanced search feature and manage your electronic forms into folders.

Forms don’t go missing like paper ones, which is vital for future reference or if a claim was to arise. 

Mandatory fields mean you will never receive incomplete forms with important missing information. Going paperless also means you can easily implement the latest GDPR consent requests.

COLLECTING INFORMATON

For Yoga, Pilates, Fitness, Meditation or Mediumship you must record the client’s name and brief details and record the date of the session and any other relevant facts.

Ensure that there is no health reason why clients should not attend class. If in doubt you should ask for their GP’s confirmation that they can safely participate in your class. 

At the start of each class please ask all participants is there any change in their circumstances. Any that could affect their ability to participate in and complete the class safely.

Insurers will be ask you to produce your records of the client/event,In the event of a claim,

GYMS, SHARED PRACTICES

Where therapists work in a gym, sports or leisure centre, or a shared practice often the centre keeps these records.  

You must advise the centre of any unusual events or of any injuries sustained during your class. 

You must ensure that the Centre gives you access to these records. In the event of a claim being made against you.

EXHIBITIONS AND PUBLIC DEMONSTRATIONS

If you give therapy sessions at public events, a great way to increase your client base, the name and brief details of every participant, date of session and therapy being demonstrated and any other relevant facts must be recorded.

iPEGS provides quick and easy way to quickly access and complete consent forms, consultation forms and medical history forms on an iPad, Tablet, Smart Phone or Laptop. This avoids discouraging queues and saves you and the client valuable time. Mandatory fields mean you will never receive incomplete forms missing important information.

After the event you can access and safely store the data on the iPEGS secure web portal. By incorporating marketing permissions on the registration form you can easily follow up and increase your client base by exporting this data from iPEGS.

Remember in the event of a claim you will be asked to produce your records of the client/event.

ONE ON ONE THERAPY

You are required to take consultation records and retain those records, one policy I checked asked for five years, but most require seven years, after the last treatment given. 

In the case of minors, insurers advise that records should be kept for at least 7 years after the minor reaches 18.

The records should as a minimum have the client’s full name, date of consultation and notes on the lifestyle/medical history where appropriate to the treatment being given. 

They should at least include a brief description of the therapy or treatment. 

The therapist must adequately record each and every treatment given to each and every client. 

The record is to include full details of the consultation process, the treatment, the result of the treatment and any aftercare instructions given where appropriate.

Notes need to be added of any adverse reaction to the therapy or treatment either separately or as part of the notes already used.

In the event of a claim you will be asked to produce your records of the client/event. The insured person must adequately record each and every treatment given to each and every client. This is to protect you in the event of a claim being made against you. 

WE CAN HELP

By using the iPEGS Paperless System for your Consultation Forms, Consent Forms, Medical Histories and Treatment Plans. You can be sure that your data is safe. Saved to the cloud there is no risk of a computer breakdown losing all your data. As the data processor we store and encrypt your data in a secure, state of the art, UK data centre.

We are Cyber Essentials Certified giving you peace of mind that our defences will protect against the most common cyber-attacks.

We have achieved the IASME governance standard in relation to GDPR where we have demonstrated wider governance for management of the controls protecting personal data.

If you would like to know more please email steve @ ipegs.co.uk or contact me directly on 01244 955350.

5 benefits of making Incident Report Forms electronic

July 9th, 2019 Posted by Incident Report Form No Comment yet

Schools, colleges and training providers need to be sure that they satisfy all legal reporting requirements for both employees and their students and take appropriate measures to monitor Incidents.  These include any accidents, diseases and dangerous occurrences that take place whilst students or pupils are within your care.

The law requires that certain work-related accidents are reported to the local authority or the Health and Safety Executive under RIDDOR. If your school and college is still using paper Incident Report Forms, you will be only too familiar with the lengthy processes that these forms take to complete.  In this article, we outline 5 benefits of switching to electronic Incident Report Forms: 

  1. Ease of use

Electronic forms provide a much more efficient and easy way of reporting accidents and incidents because they can be completed quickly whilst under pressure. This is particularly important to accurately record important details, such as wounds or injuries as soon as an incident has occurred.  And with the growth of technology, people are now faster at typing than they are at handwriting, so switching to electronic forms will make it easier for all your staff to do this efficiently. 

2. Greater flexibility 

Electronic Incident forms provide greater flexibility if you are ever outside of the classroom, as they can easily be completed on an electronic device such as an iPad or Smart phone. 

The forms can also be easily customised (using a drag and drop interface) to match your school or college’s branding and colour scheme and you can easily add or amend questions at any time. 

3. Eliminates errors

Schools and College that use electronic incident report forms do not need to expend effort deciphering hand-written forms and transcribing data, so transcription errors are eliminated which will provide stronger evidence if any legal action were to be taken.  

4. Easy integration

The submitted data can be easily transferred and integrated with your internal processes, thereby helping to streamline back-office processes. This helps to minimise administrative overheads of having to manually transfer the information from a paper form to your internal systems. 

5. Easy storage and archiving 

The Health and Safety Executive requires schools and colleges to keep records for at least three years after the incident. Imagine the amount of paper this would incur, not to mention the space to store and archive these over three years. Electronic forms allow you store all data securely in the cloud so you can easily access it should you ever need to.  Finally, student and employee data are stored more securely; eliminating the risk of theft, fire or damage.  

iPEGS has helped many schools and colleges switch to electronic incident forms to improve their internal processes.  Contact us for a free trial, or sign-up for a free account today. 

Improving the Customer Experience with Electronic Facial Treatment Consultation Forms

June 14th, 2019 Posted by Aesthetics, Beauty, Consultation Forms, facial Treatment, Paperless No Comment yet
Electronic facial consultation forms

We all know how essential obtaining client consent is before carrying out any facial treatment. Failure to do so could invalidate your insurance and leave you facing big charges should they make a claim against you. Yet consultation forms filled out on paper can really hamper the client being able to enjoy a relaxing and enjoyable experience during their appointment. 

Today’s client expects a smooth, intuitive and efficient experience when it comes to their visit to a Beauty Salon or Spa. After all, they are there to relax and get rid of the day-to-day pressures of work and life – and completing a consultation form by hand will be the last thing they need. 

Thanks to digital technology and mobile deployment, iPEGS has been able to address these challenges and improve the customer experience with the introduction of electronic consent forms, specifically with the health and beauty industry in mind. 

Welcoming new clients

Having a detailed consultation is a key first step before undertaking any facial treatment. This will show new clients that you are professional, able to offer expert advice and keen to understand exactly what they want. Carrying out this process electronically by handing the client an iPad to complete the form, will leave a good long-lasting first impression with new clients.

Personalising your service

iPEGS electronic forms allow you to customise and personalise client consultation forms to your own needs. Using a simple drag and drop functionality, you can customise fields, add your own colours and branding and unique forms for each treatment. This in itself makes your salon stand out from the competition and makes the customer experience slick from start to finish.

Reduced cost and errors

The easier a form is to complete, the quicker the consultation process which reduces your time spent (and therefore cost) with each client. Electronic forms also eliminate errors by ensuring that all essential fields are completed, and reduce any inaccuracies caused by illegible handwriting.

From a time perspective, the customer is not the only beneficiary; electronic consultation forms are immediately stored and backed up without having to transfer the information manually onto a computer. 

Client confidentiality 

Beauty therapists are often in a position of trust. Clients trust you with their most important information, and it is vital that this information is stored correctly. Not just from a client sensitivity point of view, but data protection is your responsibility and if it gets into the wrong hands a client is well within their rights to make a claim against you.

If you would like to try our electronic client consultation forms for free, we are offering new customers 5 free forms so you can see how easy they are for you to use and how professional they look to clients. 

Sign-up today and try 5 forms for free. 

Or for more information please click here.

Time for Hypnotherapy Consultation forms to go Paperless?

June 10th, 2019 Posted by Alternative Medicine, Consent forms, Consultation Forms, Electronic signatures, Holistic Health, Hypnotherapy, Medical History Form, Paperless, Sports Therapy, Uncategorized No Comment yet

Paper Hypnotherapy Consultation Forms – are they obsolete?


When was the last time you made a call from a phone box? Is it months or years?

I can remember my first mobile phone. It was the size of a brick and with the battery, it weighed more than one. I loved that phone, now my mobile is worse than the kids when it comes to demanding my attention.

I have another question, when was the last time you wrote a letter? Not an email, a real paper and envelope, stamp and letter box letter?

All that paper and stamps and you waiting weeks for a reply.

Do you remember Nora Ephron’s movie ‘You Have Mail’ with Meg Ryan and Tom Hanks? I loved that movie and email changed our world, didn’t it? It became our liberation!

Since then we haven’t looked back. Email too, is not exactly what we planned for it but can you imagine life without it? Email is digital, paperless, almost instantaneous and easy to file away where you can find it.

Ok, so can you please tell me why you are still using the same paper based Hypnotherapy Consultation Form that you used when you carried change for the phone box and had a book of stamps in your desk drawer?

Why are you still dragging out the clipboard with your Hypnotherapy Consent Form neatly printed out ready for filling in and squirrelling away in a filing cabinet along with the patient’s Health History Form, your notes and options? After all, we all love a clipboard shoved in our face don’t we? Hypnotherapy is all about decreasing stress not increasing it.

Isn’t time your Consultation Forms caught up with the rest of your world?


You certainly have an elegant and informative web page. Your mobile phone is as smart as the computers that NASA used for the moon landing. You do your accounts on Accounting Software not an abacus. So why are you still using paper forms?

Is it because no one has offered you a quick, flexible solution?

iPEGS offers state of the art, paperless forms for Hypnotherapists


With iPEGS you can ditch the paper ‘Stop Smoking Assessment Form’ for a state-of-the-art paperless digital form. One that can be stylish and effective as your webpage.

You can add your own logo and colours so that the forms match your webpage as well as electronic signatures, photos and automatic reminders. We can create your ‘Treatment Consent forms’, ‘Weight Loss Assessments’, ‘Stop Smoking Assessments’ and even ‘Feedback forms’ with one of our set up packages or if you prefer, you can build them yourself with our easy to use form builder. It is all so easy and we are here to help you throughout the process, we have years of experience in form design and take huge pride in our ongoing support.

We are all used to digital devices nowadays so being able to complete iPEGS electronic forms either at your premises or prior to the appointment via a mobile phone, tablet or computer will save you time, paper and stress.

Paper files are costly in space and time, not to mention resources, both natural and financial. Being able to pull up a patient’s records instantly saves time and allows you to spend more time with your patient.


Security and Paperless Forms


By using iPEGS Cloud-based Storage, this guarantees your data is secure as if it was locked in a safe. We encrypt, transmit and store it securely at our UK Data Centres,

We are Cyber Essentials Certified and ISAME GDPR Ready. So by using iPEGS, you can relax knowing you data is secure and compliant.

Isn’t it time you threw the paper forms away like the bell bottoms and those jackets with the huge shoulder pads and embraced the 21st century?

Paperless means you can send forms to your patient / guardian prior to their appointment using iPEGS Remote, via email as a web form. By completing forms prior to the appointment the patient has more time to complete their medical history thoroughly, they can complete the form in their own time, sign and submit, saving valuable time, improving efficiency and the customer experience.

Alternatively, if you have walk in customers or if your client didn’t have time to complete the form prior to the appointment, using a tablet or iPad you can simply access your web forms via your browser or via the free iPEGS app.

Changing to paperless Hypnotherapy forms with iPEGS.


I’m interested, how do I get started?

If you would like to find out more please click here or why not get in touch? Email me directly: steve @ ipegs.co.uk or give me a call on 01244 955350.

Going Paperless in Further Education and Apprenticeships

February 4th, 2019 Posted by Apprenticeships, Electronic signatures, Paperless No Comment yet

Over the last 10 years we have seen significant change within the Apprenticeships sector in the UK. With the introduction of the Apprenticeship Levy and Apprenticeship Standards, there has been a huge shift in how colleges and training providers operate and deliver.

Paperless Apprenticeships

There has also been lots of innovation over the last decade with a big increase in the use of technology to enhance the learner journey from Online Learning, ePortfolio, Video and Apps to the improvements in efficiency within the operational delivery of apprenticeships via increased use of MIS systems, CRM’s and Electronic Data Capture software such as iPEGS.

The iPEGS products have also evolved based on the changes within the sector, improved connectivity and mass adoption of mobile devices.

Our drive continues to focus on a fully electronic and paperless enrolment, commitment statements, apprenticeship contracts and all other related documentation relating to the apprenticeship. We feel that the face to face time spent with the apprentice should focus on learning and not admin and so our Remote product has seen a big increase in its use and volume over the last 12 months.

Paperless Apprenticeships
The idea is to ensure that the learner (and employer) only ever have to enter their information once and that this data can flow on throughout the enrolment process. By enabling the learner, employer and provider to complete their respective parts of the forms remotely, via any device means that all documents can be completed, signed and checked by admin in a fraction of the time.

If a mistake is made on the form or a change is required then the iPEGS ‘Request Change’ feature enables the admin team to highlight the field/s that needs to be amended and send the form securely back to the learner or employer in the click of a button. No more unnecessary journeys and delays in getting the forms corrected and completed.

We have also just launched a new variation of the 3rd Party Approval field that enables the form to be sent to all parties simultaneously for approval and signing (electronically of course).

Some colleges and training providers still like to finalise the enrolment forms and commitment statements on the first face to face visit. In this case the forms can be completed remotely prior to this and then reviewed and signed at that point. This means that the ‘admin’ aspect is reduced to a matter of minutes as opposed to hours and ensures the time can be focused on actual learning.

It is clear that colleges and training providers use a multitude of systems and processes and so we have ensured that the iPEGS Products are as flexible as possible to allow for these differences.

Below is a short video demonstration of a fully paperless and remote process of completing an Apprenticeship Commitment Statement between the learner, employer and provider via iPEGS Remote Web Forms.     

iPEGS Remote forms can be accessed as web forms on any device or via the free iOS and Android App. All iPEGS Remote forms can be auto populated with learner and employer data via our User Profile and Field Mapping tools.

So if you are still using paper based forms or even word documents and PDFs – now is the time to move to the next level, improve the learner and employer journey, reduce costs and inefficiencies within your enrolment process and remove unnecessary admin so that your tutors and coaches can focus on learning.

If you are interested in finding out about how to Go Paperless with iPEGS then please contact us.