The Forms Unified View tab in the guest profile lists all the forms related to all the services that the guest has booked. This includes forms for deleted, cancelled, and no-show appointments. The forms for such appointments do not get filled and remain blank.

Providers, usually check the forms filled for earlier appointments before deciding the treatment specifications for the current appointment. But they get confused when they see the blank forms for no-show, cancelled, void, or deleted appointments.

To avoid this, you can choose to retain or discard blank forms for void, cancelled, deleted, and no-show appointments.

To retain or discard blank forms for void, cancelled, deleted, and no-show appointments:

  1. At the organization level, go to Admin > Organization > Organizations, and then click the Settings tab.

  2. Scroll down and expand the Custom Data section.

  3. From the following appointment statuses in the Retain blank (not filled) forms for list, select the types of blank forms you wish to retain:

    • Void

    • Deleted

    • No-show

    • Cancelled

  4. Click Save.

    The blank forms for the appointment statuses that you selected are retained in the Forms Unified View tab in the guest profile.

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