Once filled in, all forms are saved to the patient's chart, within the Patient Forms section. From there you can view a complete history of the patient's forms. You can also print, fax, or send a previously completed form as needed.
💡 Tip: This is helpful for front staff who print forms on behalf of the provider or if a patient loses the form and needs a new copy.
Steps
1. From the patient chart, click Start/Open > Forms. The forms section opens and displays a list of all filled-in forms.
2. To customize what information to show in the columns, click the gear icon in the top-right corner.
3. In the Actions column, you can perform the following actions:
Field | Description |
Open Fax History  | Click to view the fax and print history of the form. Any failed faxes show here. |
 | Click to quickly print the form. |
Fax 
| Click to quickly fax the form without a cover page (see Sending Forms). |
Archive 
| Click to archive the form. To view all archived forms, in the top-left corner, click Archived. To restore a form, under the Actions column, click the restore icon. See Archiving patient forms.  |
History  | Click to see any updates made to the form. The updates appear with the user name and a timestamp. |
4. If your clinic uses form statuses, click in the Status column to apply the appropriate one. For more information on form statuses, refer to Applying a status to a form.
5. To open a form, click its name.
6. If required, edit the form (see Using electronic forms).
📌 Note: Any edits overwrite the original content. You can view the edits by clicking the History icon in the Actions column, however, you cannot revert back to the original content.
For forms with tables, each time you modify and save it, a PDF version is saved in the form's History section as a clickable link beside Previous versions.
Updated May 6, 2024