Questions answered in this article:
- How can I download forms I've created?
- How do I download submitted forms from clients?
- Who has access to the form tab for downloads?
- Can practitioners access and download client forms?
Our latest update includes a convenient feature allowing users to effortlessly download both created and submitted forms. Whether you're a clinic owner, office admin, or practitioner, accessing and downloading forms has never been easier.
Downloading Forms You Created
For Created Forms: Open the desired form and simply click on the "DOWNLOAD PDF" option.
Downloading Submitted Forms from Clients
For Submitted Forms: Navigate to the form and head to "View Responses." Under the actions section, locate and click on the download icon to download the submitted forms.
NOTE: Access to the form tab under management section is limited to clinic owners and office administrators.
Practitioners' Ability to Download Client Forms
Practitioner Access: Despite the restricted access to the form tab, practitioners can still download submitted client forms. By opening the client modal and navigating to clinical information, they can access the client forms section. However, practitioners can only download forms marked with a "responded" status. Simply click on the download icon to download the form/s.
Please keep in mind the accessibility restrictions and ensure that sensitive information is handled responsibly according to your clinic's policies.