Completed Forms

When patients submit their paperwork, it can automatically sync with your Practice Management System (PMS). To access this information, go to the Forms page and click on the first tab on the left, labeled "Completed Forms."

The "Completed Forms" tab displays all recently submitted forms from your patients. Here, you can see the sync status, patient name, form type, and the date the form was completed.

If the form has successfully synced with your PMS, a checkmark will be displayed. If the sync was unsuccessful, you'll see a rotating arrow icon instead. Clicking this icon will attempt to sync the form again. You can also filter the list to prioritize unsynced forms at the top.

If the system is still unable to sync the forms, please verify your settings. If the issue persists, feel free to contact support for assistance.