Tracking a patient's forms

You can browse a patient's form history on their record, so you can see in seconds what is signed and what is still outstanding.

The Forms section

Open the patient and go to Forms & documents. Forms are grouped by the visit they were raised for, with today and any future appointments first, soonest at the top. Each group is headed with the date and the treatment, so a row tells you what it belongs to without you having to remember.

That means the question you are usually asking at the chairside, has this person done what they need for today, is answered by the top of the list rather than by reading all of it.

• Sent by hand is its own group, always visible. These are forms not tied to any appointment, which makes them the easiest thing in a long list to lose.
• Earlier appointments are folded away behind a count. Click to open earlier appointment groups in the current list. Long histories are shown 1,000 forms at a time, with a count and links to browse older or newer forms.

Each row carries a status badge, and a completed form that still needs your counter-signature is flagged as such, so you can see it without opening the form.

Sending another form

You do not need an appointment in the diary to send a form: it works for a brand-new record too, so a phone enquiry can be sent your pre-treatment information the moment you have created them. Click Send a form in the same section. On the send screen you can:

• Choose one or more forms from your published templates.
• Set an optional Due date.
• Choose how the patient gets it under How will the patient get it?: Email to patient, or Sign in clinic, which sends nothing and gets the form ready to open on a device or as a QR code. If the patient has no email address on file, the email option is unavailable.

For email delivery, press Send form or Send followed by the number of forms, such as Send 2 forms. For in-clinic signing, press Create form for signing or Create followed by the number, such as Create 2 forms for signing. Check the send result: creating a request does not prove that its email was delivered. Back on the record, the form's row has Copy link, so you can share the link yourself, and Sign in clinic for a patient who is with you.

Chasing outstanding forms

If a form is still open as the appointment approaches, open the patient, press Copy link on the form's row, and text or message it through whatever channel the patient actually reads. The link is the same form either way, and it can also be opened on a device in clinic on the day.

For a view across your whole diary rather than one patient, use Outstanding forms on the Forms page. That is also where you cancel a form sent in error, as long as the patient has not completed it yet.