review

Providers Reviewing Patient Forms

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Released 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 … Read more

Quickly Viewing Patient Forms

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Released 9/17/25 You can now quickly review a patient form for clinically relevant information prior to treatment without having to open a .pdf file. Note: Viewing patient forms requires the “Review Documents Stored in Document Manager” security right. To quickly view a patient form On the Chart tab of a patient’s clinical record, click Forms, … Read more