Clients and forms

How to find a submitted consent or intake form

Open completed forms from the client or appointment context and keep long form lists organized.

Step by step

1
Open the client profile and select Forms, or open the related appointment drawer.
2
Look for the submitted status and select the form title to open its details.
3
Use the appointment and service information to confirm it belongs to the intended visit.
4
If it is missing, check that the form request was assigned to the same client profile and appointment.

What should happen

The submitted form opens from a compact list and remains connected to the correct client and visit.