Every form you send appears in the Forms tab under each patient’s dashboard.
You’ll see the following for each form:
Form Name
Type: PDF to Sign / PDF to View / Fillable Form (questions the patient has to fill)
Send Date
Status: Pending / In Progress / Completed
How Statuses Work:
🕓 Pending: The patient has received the form but has not yet opened or submitted it.
⏳ In Progress (for Fillable forms): The patient has started answering the form but left midway; progress is saved.
✅ Completed:
View-only forms — once the patient scrolls through to the end.
Signature forms — once the patient signs and submits it.
Fillable forms — once all questions have been answered and submitted.
Additional Actions:
Withdraw Pending Forms: Clinicians can unsend forms, making them no longer visible to the patient.
You can also:
Click a form to open it in the viewer
See the patient’s signature, with date and time stamp
Download the form directly from the viewer for record keeping
💬 Each successful form upload or completion triggers a notification for the clinician, keeping you updated in real time.