Forms

What the practice has asked the patient to complete, and where each one stands.

Access

How a patient reaches the screen.

Element What it decides Permissions

Navigation Side menu → Forms. —

Link A message from the practice asking for a form opens that form directly. —

Header

What the band states before anything below it is actionable.

Element What it decides Permissions

Title “Forms”, with how many are outstanding. —

Filters

Which forms the list holds.

Element What it decides Permissions

Status Not started · In progress · Submitted. —

Search Finds forms by name. —

View Cards or table — a way of looking, not a filter. —

Table

What one form shows in a row.

Element What it decides Permissions

Form The form's name. —

Asked by Who in the practice asked for it. —

Due When it is needed by. —

Estimate In minutes, because it decides whether someone starts now or later. —

Status Not started · In progress · Submitted. —

Row actions

What can be done to one form.

Element What it decides Permissions

Start or Continue One label per state. A form resumes at the step it stopped on; Save keeps it resumable, and Submit ends with a confirmation naming what was sent. —

View submitted Opens what was sent. —

Record · Submitted form

A form as it was sent.

Element What it decides Permissions

Answers Every answer, read-only. —

Submitted The date it was sent. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.