What is the Forms Dashboard?
The Forms Dashboard shows the forms and packets you've sent to patients and how far along each patient is in completing them. From the dashboard you can:
See the status of each form or packet you've sent.
See the patient's next appointment, if your appointments are synced with Updox.
Send the patient a reminder to finish their forms.
What's the difference between a form and a packet?
A packet is a group of forms sent together. You can send a single form or a packet. Either way, you connect it to a specific patient when you send it.
How do I open the Forms Dashboard?
In the left-hand menu, click Forms.
What information is on the Forms Dashboard?
Each row shows:
Patient or contact name: The person you chose when you sent the form.
Form name: The form or packet sent.
Status: Where the assignment stands. See "What do the form statuses mean?" below.
Next appointment: The patient's next appointment. This only shows if your appointments are synced with Updox.
Send Reminder: A button to remind the patient to finish their forms.
What do the form statuses mean?
Status | What it means |
Sent | The form or packet was sent to the patient. |
In Progress | Only for packets or multiple forms. The patient has finished at least one form but not all of them. |
Completed | All forms are finished and submitted back to your Inbox. |
How do I remind a patient to finish their forms?
Click Send Reminder on the patient's row.
The reminder is sent the same way as the original forms, by text or email.
Once all the forms are completed, the Send Reminder button no longer shows.
Tip: Send a reminder if the patient's appointment is coming up and they haven't finished their forms yet.
How do I find a specific form assignment?
Use the filters at the top of the dashboard to narrow the list by:
Patient Name
Status
Appointment
The list shows the most recently sent assignments first. Use the page buttons at the bottom of the dashboard to see more.
How long do assignments stay on the Forms Dashboard?
Form assignments are automatically removed from the dashboard after 30 days.
How do I remove an assignment from the dashboard?
On the Forms Dashboard, check the box at the start of each assignment you want to remove. To select all of them, check the box at the top of the list.
Click Remove in the toolbar.
Confirm the removal.
A success message confirms the assignments were removed.
⚠️ Important:
Removing an assignment can't be undone.
Removing only takes it off the dashboard. It doesn't cancel the form. The patient can still fill it out and submit it, and it will still come to your Inbox.
Where do I create, edit, or send forms and packets?
Click the Management tab on the Forms page. From there you can:
View your existing forms and packets.
Create new forms and packets.
Edit forms and packets.
Start sending a form or packet.