The Patient Forms dashboard allows you to see forms that have been requested, submitted, and approved, each in an easy, filterable list.
To view a patient form:
- Navigate to the Patient Forms module.

- In the top navigation menu, click on Submission. If you don’t see this option in the menu, click the three dots
to view the rest of the menu options. - Choose which list view you’d like to access:

- All - shows all form requests and submissions
- Requested - shows forms that your staff requested from patients, but are incomplete. This will also show forms which were sent to patients via Auto-Assign.
- Submitted - shows forms that patients submitted, regardless of completion.
- Imported - shows forms that your staff approved and pushed to your EHR.
- Archived - shows forms that your staff archived from your Patient Forms dashboard.
- To search for a particular patient by name, click into the Search field near the top right corner of the form list.
- To filter for a particular date range, click the Date Range field near the top right corner of the form list and choose your desired range, then click Apply.
- Click the patient’s name to open and view their form.
- From this screen, you can also Download a PDF of a form, Approve a form, and Archive a form.
If your EHR software is integrated with the Adit platform, Approved forms are also imported into your patient record automatically and can be viewed in the EHR as well.
To approve a patient form:
- Navigate to the Patient Forms module.

- In the top navigation menu, click on Submission. If you don’t see this option in the menu, click the three dots
to view the rest of the menu options. - Click the Submitted tab.
- Locate the form you want to approve.
- Click the Approve button.
- Select existing patient by typing in their name or create a new patient profile.
- Click Approve.