Allow submitted forms to be resent for edits | Voters

Allow submitted forms to be resent for edits

CT Anxiety Institute

We often have clients fill out forms incorrectly. Rather than having them re-complete the entire form, it would be great if we could resend the forms they submitted and be able to mark the areas that need to be edited.

2 days ago

Rob Horn

This feature exists. If you are viewing the form in the timeline, there is a menu on the right side. If you click "More", there is an option to "Reject Form". If you reject the form, it lets you annotate the fields that you want the patient to revise.

Here's the help article. https://support.intakeq.com/article/37-rejecting-an-intake-form