Every form sent to a patient appears in the Forms tab of the patient's Medical Data.
For each form, you can see its name, type, sent date, deadline when assigned, and current status.
Form statuses
Pending: The form was sent but has not been started.
In Progress: The patient started the form but has not submitted it. Dynamic Forms save progress automatically.
Completed: The patient completed the form.
Completion means:
Viewable PDF: The patient reviewed the document and signed it when required.
Fillable PDF: The patient completed the PDF fields and signed it when required.
Dynamic Form: The patient or clinician submitted all required responses.
Manage a sent form
For a Pending or In Progress form, select the ⋮ (More Actions) menu.
Reschedule Deadline
To change the deadline:
Select Reschedule Deadline.
Choose a new future due date.
The patient sees the updated deadline immediately.
Cancel Form
To withdraw an incomplete form, select Cancel Form.
The patient can no longer access it.
The patient cannot complete it unless you send it again.
Note: Completed forms cannot be cancelled.
View a completed form
Select a completed form to:
View the submitted form.
Review patient responses.
View digital signatures, when applicable.
See the signature date and time.
Download the document.
Notifications
Allia sends notifications when a form is sent and when a patient completes it.