Activating and deactivating patient forms

If necessary, you can activate or deactivate a patient form. If active, the patient form is available for all patients to complete online. If inactive, the patient form is not available to the patients.

To activate or deactivate a patient form

1. On your location's Patient Forms page, select a patient form.

   Note: Inactive forms are listed in gray text, and active forms are listed in black text.

   

   The options for the form becomes available.

   

2. To activate a patient form, set the Active toggle to On. To deactivate a patient form, set the toggle to Off.

   

3. (Optional) From the Form Expiration drop-down list, select how long the form is valid for before it expires and requires the patient to resubmit the form.

   Example: If you select 5 months, the form is valid for 5 months after a patient completes the form. After 5 months from the completion date, the form becomes invalid and the patient needs to complete the form again.

4. ClickTap Save.