What can I do from the Forms Dashboard?
From the Forms Dashboard, you can:
Send forms straight to patients.
Track each patient's progress.
Send reminders to patients who haven't finished their forms.
To open it, click Forms in the left-hand menu.
How do I send forms to a patient?
In the left-hand menu, click Forms.
Click Send a Form.
Switch the toggle to Send Forms.
Choose a form from the list on the left. It appears on the Send Forms screen.
To send more than one form, select more forms from the list on the left.
Search for the patient you want to send the forms to, and select them.
Choose how to send the forms to that patient: Email or Text.
To send the same forms to more patients, repeat steps 6 and 7 for each one.
Click Send.
A message confirms your forms were sent.
Tip: Want to send a group of forms you use often, like new patient paperwork? Create a packet instead.
How do I track the forms I sent?
Click the Dashboard tab. Each assignment shows its status:
Status | What it means |
Sent | The forms were sent to the patient. |
In Progress | Only for more than one form. The patient has finished at least one, but not all. |
Completed | All forms are finished and submitted to your Inbox. |
To see the status of each form in an assignment, click the arrow (∨) on the left to expand it.
Note: Form assignments drop off the dashboard after 30 days.
How do I remind a patient to finish their forms?
On the Dashboard tab, find the patient's assignment.
Click Send Reminder.
A Success message confirms the reminder was sent, and the dashboard shows when you sent it.
The reminder goes out the same way as the original forms, by email or text.
Once all forms are completed, the Send Reminder button no longer appears.
Where do completed forms go?
When the patient submits their forms, the status changes to Completed, and the forms are delivered to your Inbox.