Track Forms

Double-click in the Forms Tracking grid to open the Patient Request for Form Completion template.
Enter in information regarding the type of form, number of pages, whether, how, and when it was received, and to whom it was sent.
Use the check boxes to track attempts made to contact the patient.
Fill in the fields for the names and addresses to where the form was returned.
Click Add to Worklog to add the form to the forms worklog for staff members to work off and keep track of the process.
Enter notes about a form, as needed, in the Notes field.
Select Template Complete when the form has been completed.
Click Save, and click Close.