Articles on: Forms & Assessments

Can I edit a Smart Form that has been completed by a client?

Yes, you can. 

Once a client has completed a Smart Form in the portal and hit Save, the completed form will be saved to the Forms/Assessments tab of the Client Summary.  You will be able to identify if a form has been completed by the client, as their name will appear in the 'Completed By' column.

Click on the name of the form in the Type column to open it. You will see the information entered by the client in the form.

For a manually sent form, only Site Administrators or the user who sent the form to the client will be able to add to or edit any of the fields. All other user types on the site will only be able to view the information, not edit it.

If the form was sent in an appointment communication, only Site Administrators or the user that the appointment is with will be able to edit the fields. Again, all other user types will only be able to view the form.

Add or edit the information in the form as required. Press Save & Exit to save the changes.

Once you have saved, you can click on the View History icon at the bottom of the page to bring up the History modal. This will show entries for the original version of the form completed by the ciient, and the latest version you just edited.

If you have Auto-lock turned on, the completed form will be locked 24 hours after the patient saves it. This means that if you review the information more than 24 hours after the patient completes it and you are not a Site Administrator, then you will have to ask a Site Administrator on the site to unlock it before you can edit it.

Updated on: 05/04/2024

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