Form Dashboard Overview

With Updox's Forms Dashboard, you can now connect forms to a specific patient at the time of send. You can also make packets (a grouping of forms) to send to your patients. After forms have been sent, the Forms Dashboard allows you to view the progress of the assignments as patients work through completing the form or packet. You can even send them a reminder to complete their forms if it is getting close to their appointment and they haven't finished them yet.  

To get to the Forms Dashboard go to Home and select Forms. 

The information on the dashboard includes the following:

• Patient or Contact name (chosen at time of send)
• The form name
• The status of the forms 
  • Sent = the forms have been sent to the recipient 
  • In Progress = only used for packets or multiple forms to show patient progress once at least one form has been completed
  • Completed = all the forms are complete and submitted back to the Inbox
• If your appointments are synced with Updox, you will see when the recipient's next appointment is 
• You can also send a reminder to the patient to complete their assigned forms. The reminder is sent by the same method (text or email) that was used when originally sending the assignment. Once the forms are completed, the Send Reminder button will no longer appear. 

The Forms Dashboard also has the following filter options: 

• Patient Name
• Status
• Appointment 

At the bottom of the page, you'll find buttons to navigate to more assignment pages in the dashboard. The list is ordered with the most recently sent assignment first. 

Under the Management tab, you can view your existing forms and packets, create new or edit forms and packets, and initiate sending forms and packets. 

Under the Forms Library tab, you can view your existing forms and packets. You can view them all together or select the one you would like to view.  

You can also search for the form or packet you are looking for.

Under the Forms Library tab, when you select a form, you will see a preview of it in the main window. From here, you can select Send Form to initiate sending. If you need to make changes to the form, click Edit Form. 

Under the ellipsis menu (...) next to the Send Form button there are several actions you can take with the form. 

•  You can copy a link to the form. You can use this link in reminders, SMS, Secure Text, or Broadcast messages. You can also paste the link on your website.  

• You can also print the form if needed. 
• Duplicate Form makes a copy of the form. 
• Delete Form permanently removes the form from your account. Deleting the form will also remove it from any packets that feature the form. This action can't be undone. 

When you select a packet, you can see the forms contained in the packet. Edit Packet allows you to add or remove forms to the packet. Send Packet will initiate sending the packet. 

Under the ellipsis menu (...) next to the Send Packet button there are other packet actions.

• You can copy a link to the packet. You can use this link in reminders, SMS, Secure Text, or Broadcast messages. You can also paste the link on your website. 

• Duplicate Packet creates a copy of the packet. 
• Clicking Delete Packet will delete the packet from your packet list. 

Please see our other articles on the Forms Dashboard for more information. 

• Sending Forms in the Forms Dashboard
• Creating and Sending Form Packets
• Forms Dashboard Patient Experience 
• Creating Forms with the Forms Dashboard