Send an Incomplete Form Back to a Patient
You may occasionally find that a patient does not fully complete a form, or accidentally misses a field that you need. You can easily send an incomplete form back to a patient for them to complete.
1. Navigate to the Patient Forms module.
2. Locate the form you'd like to resend.
3. Click the patient's name to open their form.
4. Click the Resend Submission button at the top right.
Note: Edit will only be visible on the screen if a signature is not required on your form. If a signature is required, you will not have the option to edit the form on the practice's side.
5. Select your location from the drop-down.
6. Start typing the patient's name and select the matching patient from the suggested list.
7. Edit the message if needed. We recommend a very short explanation of what the patient needs to do.
8. Click Send.
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