Forms in a forms submissions
You can view all form requests and submissions by going to the ‘Form submissions’ menu.
This screen will show you a list of all form requests and submissions from clients, along with their current status.
Click the three-dot menu on the right to view the form details.
For completed forms, you will also have the option to download to .pdf.
Note: A downloaded .pdf will display the practice-specific logo in the top left. This logo is held in Digital Practice admin under the Branding section.
For forms which are set up to ‘automatically save to PMS’ (see: How do i save a completed form to my PMS?), you can view these in the PMS as .pdf attachments.
In the ‘Forms submissions’ screen, the ‘Saved to PMS’ column will show its status using the following:
n/a = The form is not set up to save to PMS
Green tick icon = Saved to PMS
Orange waiting icon = Pending form completion
PMS warning triangle = Sync to PMS failed (There is an option in the 3 dots menu to retry sync)
Forms in a conversation
You can view a client's form request and status within a client conversation.
Select the ‘Forms requests’ button in the centre panel of the conversation screen
A window will display showing the latest client form requests, the sent date and the current status. There is a button which will also take you to view all of the client's form requests, This button will take you to a pre-filtered client view of the forms submissions page.
Forms in client insights
You can view a client's form requests and status from within the client insights page. To access client insights (feature must be enabled), click on the client name from the day list or conversation.
You can view a panel on this page for ‘Form submissions’ which shows the most recent client form requests, date sent and status. Along with a button to send a new form request to the client.
