Release 11/5/25
While viewing a patient’s clinical record, a provider can now review clinically relevant information from a completed patient form and then mark that form as having been reviewed.
Changing a Form Setting
To enable the provider review workflow for a patient form, you must change a setting.
To enable the provider review workflow for a form
1. On the Settings menu, select Form Builder.
The Patient Forms page opens.
2. For a form, expand the Actions menu, and then select Settings.
The Form Settings page opens.
3. Under Signature, turn on the Requires Provider Review switch.
4. Click Save & Close.
Reviewing a Form
When a patient completes a form with the provider review workflow enabled, you can view that form and mark it as having been reviewed.
To review a form
1. On the Chart tab of a patient’s clinical record, click Forms to view a list of forms (due, done, and review needed).
2. For a form with a status of “Review Needed,” click the Form Type link or the Status indicator.
The Review Form dialog box appears.
Note: If you need to resend the form, click Resend Form, and ignore the remaining steps; otherwise, complete the remaining steps.
3. Review the clinically relevant information.
4. Select the reviewing provider from the Reviewing Provider list.
5. Click Reviewed.