Review form submissions
Every form that's been started or submitted is listed in one place, so you can check what's complete and what still needs attention.
Find submissions
- 1
Go to Clients and click Forms.
- 2
Search by client or form name, or click Options to filter by form, status, submission date or staff member.
- 3
Open a submission to see the answers.
Submission statuses
- Completed - the form has been submitted.
- Needs review - submitted, but a staff member needs to review it.
- In progress - started but not submitted yet.
- Not completed - requested but not started yet.
Only Completed and Not completed forms can be removed. A form that is In progress or Needs review can't be removed.
For forms that need review, open the submission and mark it as reviewed. If the template requires it, the reviewer signs as well.
To send a form back instead of approving it, open it, click the more options (three dots) button next to Approve, and select Revert to In Progress. The answers are kept and the form can be filled out again.