You can apply statuses for electronic forms to streamline your clinic workflow. For example, when a provider completes a form, they can change the status to ready, letting admin staff know that the form is ready to send or print.

Form statuses appear only in the form section of the patient chart and act as a reference for staff. If you have analytics you can run reports on your form statuses (see Analytics dashboards).

A default status can be configured for all forms, or only to signed forms. For more information about creating the statuses, see Creating form statuses.

📌 Notes:

  • To see the Status column you must first create form statuses.

  • You can have a default status apply to all forms, or apply to all singed forms.

  • For more information, see Creating form statuses.

Steps

  1. From the patient chart, click Start/Open > Forms. The Patient Forms section opens showing all historic forms.

  2. Find the form you would like to add or change the status for.

  3. Beside the form name, and under the Status column, click the current status. A window opens showing all your configured form statuses.

    💡 Tip: The Status column appears only if you have configured form statuses.

  4. From the list of available statuses, select one to apply.

💡 Tip: Once a status was applied, click to change it.

Updated May 10, 2022

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