Marking a Form as Reviewed

When a patient submits a form, you can mark it as reviewed, 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.

Working through the pending review card

The Home screen shows the forms waiting on your practice, so the queue is visible without hunting for it.

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.