Marking a Form as Reviewed

When a patient submits a form, you can mark it as reviewed right from the chart, giving your team a clear signal of what's been handled and what's still outstanding.

Review Statuses

• Pending review — submitted but not yet reviewed (default for new submissions)
• Reviewed — a clinician has confirmed the responses
• Not started / In progress forms have no review status yet

Marking a Form as Reviewed

1. Open the patient's Chart → Forms tab.
2. Select a form showing a Pending review badge.
3. Click the Mark as reviewed button.

4. Toast confirms; badge updates to Reviewed.

   
   

   

Note: Reviewed forms can no longer be edited.

Setting a Form Back to Pending Review

1. Open the reviewed form.
2. Three-dot menu (•••) → Set to pending review.
3. Toast confirms; responses become editable again.

Note: Only reviewed forms can be set back.

Filtering by Review Status

Use the Filter dropdown to filter forms by Only reviewed or Only pending review.