Skip to main content
Sign in
Français

How do I access completed Forms?

  • Updated

Table of Contents

Overview

This article outlines the two easiest options to view and download completed Forms. Follow the step-by-step instructions provided for each method to quickly find the Form you need.

 

Steps

Option 1: Patient Record

  1. Navigate to the Patient record by searching the patient’s name and select the "Assignments" tab.
  2. Under “Assignments”, select the Form you'd like to view/download.
  3. When the “Form Details” drawer opens, click "Export.”
    • Select "View in Browser" to view the Form in the browser. 
    • Select "Download Separate PDFs" or "Download Combined PDFs" to save the Forms individually or together (ZIP file).

 

Option 2: All Assignments

  1. From the "Care" section, navigate to the "All Assignments" tab.
  2. Enter the patient's name or MPI in the search. 
  3. Select the Form you'd like to view/download.
  4. When the Form details drawer opens, click "Export."
    • Select "View in Browser" to view the Form in the browser 
    • Select "Download Separate PDFs" or "Download Combined PDFs" to save the Forms individually or together (ZIP file)

 

Note: Forms will download in their current status (In Progress, Complete, Voided).

 

Need More Help?

For questions or concerns, please reach out to our Support Team.