Forms

Reviewing submissions

Turn a completed form into a new or existing patient record.

The inbox

Form submissions in the sidebar lists every completed form waiting for your attention. A badge next to the nav item shows how many are still pending — a dot when the sidebar is collapsed, a count when it's expanded.

Handling a submission

For each submission, you choose one of three actions — nothing happens to a patient record automatically:

Create a new patient from the submitted answers
Link to an existing patient, if this is a returning patient or a duplicate submission
Dismiss it, if it shouldn't become a patient record at all

Either way, the answers stay visible on the patient's Forms panel afterward, and a short breadcrumb note is added to the patient's notes recording when the form was submitted. If the form required a signature, it appears under View answers too — see Signatures & consent.

Custom-field-typed questions on the form use the same field types as your organization's custom session fields, so an answer collected on a form reads the same way it would if you'd typed it into a session yourself.

Why nothing happens automatically

Auto-creating a patient from every submission risks silent duplicates — the same person submitting twice, or a test submission you meant to ignore. Reviewing each one keeps your patient list clean.