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:
At the organization level, click the Configuration icon.
Navigate to Security > Security roles.
Select a role and click the Permissions tab.
Expand the Reports(V2) section, and for Guest Engagement, select the Service Forms Report checkbox.
Restrict provider access to service forms
You can restrict the forms a provider can view in the Service Forms report to only the forms linked to appointments where they are providing the service. To do this:
At the organization level, click the Configuration icon.
Navigate to Security > Security roles.
Select the role of the provider and click the Permissions tab.
Expand the Appointment Book section, and for Service Custom Data, select the View own forms in report checkbox.
Note
When this restriction is enabled, the Provider and Job filters are not available. However, if a provider accesses a saved view that includes these filters, the filters remain visible, but only forms associated with the provider are displayed.
Access the Service Forms report
At the organization or center level, navigate to Medical hub > Service forms report.
Use the following filters to refine the view of the report:
Appointment Date
Assigned to
Review Status
Submit Status
Click Filters to use advanced filters to refine the view of the report:
Select the Form Name to use advanced filters based on the field values in the form.
Use the Enable for review section to filter the report by whether the forms are enabled for review.
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:
Apply desired filters.
Click Save View.
Give your view a name (For example, “Overdue Forms - North Center”).
Your saved view will appear as a tab above the table.
Manage custom views
On the top-right corner of the screen, click Manage view and click:
Update View to edit and update the saved view.
Share View to share the saved view with specific user role(s).
Delete to delete the saved view.
Note
If a view is shared with you, you can only clone it. You cannot share the view or the cloned version with anyone else.
Review forms
To review forms in bulk:
Select the checkboxes next to the forms that need to be reviewed.
Click Review Forms.
You can either review forms individually by clicking Review This Form or in bulk by clicking Review x forms.
You can also click Skip to skip an individual form.
Assign forms for review
To assign forms for review:
Select the checkboxes next to the forms that need to be assigned for review.
Click Assign Forms.
In the Bulk Assign Forms slide-out panel, use the Assigned to drop-down list to select the reviewer.
Click Update.
Update the status of forms
To update the status of forms in bulk:
Select the checkboxes next to the forms.
Click Update Form Status.
In the Bulk Update Status slide-out panel, use the Update Status To drop-down list to select the updated status of the form.
Click Update.