View a completed patient form

When a patient submits a completed form, you receive a notification in Halaxy and the patient's profile is automatically updated with the data from the form.

By having this information readily available, you can stay knowledgeable on the patient you are treating.

Tip

You also have the option to print the completed form in its entirety.

Note

If a patient needs to complete another form, any existing information in the patient's profile will be pre-populated in the new form, which the patient can then overwrite and update.

View a submitted patient form

You can view a patient's completed form in two ways:

  • Patient profile

    1. Open the patient profile.

    2. Under the Contact Details section, click the Patient Form icon patient form icon.

      Patient-Intake-Form-View-01.png
    3. In the pop-up, click the History tab. In the list, click the arrow next to the completed form to expand and view it.

      Patient-Intake-Form-View-02.png
  • Clinical notes

    1. Open the patient profile and click the Clinical Notes tab.

    2. On the notes list panel, the completed form and any included templates or attachments appear under the form name label. Click the label to view the form.

      Patient-Intake-Form-View-03.png

Updated

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