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Manage Form Workflows Efficiently with the Service Forms Report

This article explains how to use the enhanced Service Forms Report to track, review, and manage service forms across providers, appointments, and centers.

Overview

The Service Forms Report provides medical and operational staff with a centralized view to manage patient forms tied to appointments. Whether you’re a provider completing forms, a doctor reviewing them, or a manager monitoring compliance, this tool supports efficient workflows through:

  • Saved filters and custom views

  • Role-based visibility

  • Bulk review and assignment actions

  • Visual form status summaries

Prerequisites
Role permissions to access the Service Forms report

To grant a user the necessary permissions to access the Service Forms report:

  1. At the organization level, click the Configuration icon.

  2. Navigate to Security > Security roles.

  3. Select a role and click the Permissions tab.

  4. Expand the Reports(V2) section, and for Guest Engagement, select the Service Forms Report checkbox.

Access the Service Forms report

  1. At the organization or center level, navigate to Medical hub > Service forms report.

  2. Use the following filters to refine the view of the report:

    • Appointment Date

    • Assigned to

    • Review Status

    • Submit Status

  3. Click Filters to use advanced filters to refine the view of the report:

    1. Select the Form Name to use advanced filters based on the field values in the form.

    2. Use the Enable for review section to filter the report by whether the forms are enabled for review.

  4. Click Select columns to display at the top-right corner to manage the visibility and display order of the columns in the dashboard.

Save and reuse custom views

You can save any combination of filters as a custom view for quick access:

  1. Apply desired filters.

  2. Click Save View.

  3. Give your view a name (For example, “Overdue Forms - North Center”).

  4. Your saved view will appear as a tab above the table.

Review forms

To review forms in bulk:

  1. Select the checkboxes next to the forms that need to be reviewed.

  2. Click Review Forms.

  3. You can either review forms individually by clicking Review This Form or in bulk by clicking Review x forms.

  4. You can also click Skip to skip an individual form.

Assign forms for review

To assign forms for review:

  1. Select the checkboxes next to the forms that need to be assigned for review.

  2. Click Assign Forms.

  3. In the Bulk Assign Forms slide-out panel, use the Assigned to drop-down list to select the reviewer.

  4. Click Update.

Update the status of forms

To update the status of forms in bulk:

  1. Select the checkboxes next to the forms.

  2. Click Update Form Status.

  3. In the Bulk Update Status slide-out panel, use the Update Status To drop-down list to select the updated status of the form.

  4. Click Update.

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