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, perform the following actions.

Field

Description

Open Fax History

Click to view the fax and print history of the form. Any failed faxes show.

Print

Click to quickly print the form. (see Using electronic forms).

Fax

Click to quickly fax the form without a cover page. (see Using electronic 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, see 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.

Updated July 13, 2022

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