-
Manage Your Digital Forms Submissions
See every form you’ve sent to your customers and if it’s been submitted, expired, completed, and more in the Digital Forms Dashboard.
Digital Forms Dashboard Overview
To track which forms have been submitted, select Dashboard in the Digital Forms Dashboard. There are several sections that show where the submission is in the process. See a description of each section by hovering over its name.
Inbox
Next to the Inbox, you’ll see a number that shows the number of unread submissions. All forms that need your attention will fall into the Inbox. By clicking the dropdown, you’ll see your submissions separated into several categories:
- Recent: All forms submitted in the last 7 days that need your attention.
- Needs Review: Form submissions that your provider or admin needs to approve or reject. Only the Forms Providers and Forms Admins can see forms in this section. See your role. Learn more about Provider Review.
- Sync Manually: Form submissions that you need to sync manually. Also includes submissions approved by your provider or admin. This will only appear for those who have integrated management systems.
- Retry Sync: Form submissions that failed to sync. Try syncing them again. This will only appear for those who have integrated management systems.
Reviewed
Any form submissions that your provider or forms manager approved or rejected appear in Reviewed.
Click the dropdown to separate the submissions into Approved and Rejected submissions.
Only Forms Providers and Forms Admins can see Submissions that are Reviewed. See your role. Learn more about Provider Review.
Completed
Forms that have completed sync (for integrated management systems) or forms that weren’t set to sync and have been viewed.
If your management system integrates with digital forms, the completed forms will be separated into two tabs: With writebacks and Without writebacks. Click between the two at the top of the Completed page.
- With writebacks: Submissions successfully synced to your management system
- Without writebacks: Submissions that could not sync die to your Digital Forms writeback settings when the forms were submitted
Sent
See all forms that have been sent to your customers, but have not been submitted yet in the Sent section.
Each submission tile includes the amount of time since the form has been sent. Hover over the Sent icon to see the exact date.
You can also see how long ago the link for the form expired. Hover over the
Alert icon to see the exact date the form expired.
Note: Forms that are not filled out will expire 1 hour after the scheduled appointment time. If a form is not associated with an appointment, it will expire 15 days after being sent.
Archived
All forms, regardless of status, that have been archived appear in the Archived section. They will not be listed anywhere else.
Archive Form Submissions
Old submissions may start to pile up in the Dashboard. You can archive these to make it easy to find the new information coming in.
- Open the
Dashboard section in the Digital Forms Dashboard
- Click the checkbox next to submissions you would like to archive
- Select Archive Selected at the top of the list
You can also archive any submission after clicking into it by selecting the
Ellipses icon and Archive.
Remove Submissions from the Archived Section
- Click into the desired submission
- Selecting the
Ellipses icon
- Click Unarchive
Digital Forms Indicators
Some indicators will appear across sections of the Digital Forms Dashboard to offer extra information about the submission or contact. These indicators will also be visible next to the contact name within the
Patients or Customers section in the desktop app.
- Failed Sync (Integrated management systems only): Submission was unable to write back to your management system because of the way contact was created in Weave.
- CC: The form was submitted for a custom contact that was added directly into Weave
- CSV: The form was submitted for a custom contact that was imported from a CSV file
You will not be able to see the writeback section on these submissions. You can still download the PDF manually from the Forms Portal to take any necessary actions.
Download a PDF of a Form Submission
- Click on the form submission you wish to download in the Inbox
- Find the Form heading
- Click on the
Download icon next to the submission name
-
Duplicate Forms, Sections, or Fields within Digital Forms
Easily duplicate forms, sections, or fields with Digital Forms Cloning.
You must have the user role of Super Admin or Forms Manager to access this feature. See your role.
Duplicate a Form (Within the Same Location)
- Select
Form Builder in the Digital Forms Dashboard
- Make sure you are in the Forms section
- Find the form you would like to duplicate
- Click the
Ellipses icon in the top right corner
- Select Copy Form
- Type the name of the duplicated form into the pop-up
- Click Copy
Duplicate Forms Across Locations (Unify Only)
Unify is a specific package for multi offices and may not be a part of your current Weave software.
- Check the box next to the forms you would like to duplicate within the Forms Builder
- Click Clone Selected on the top of the screen
- Select the location(s) where you would duplicated form to appear
- Type Clone Forms to confirm the action
- Click Clone
Note: Cloning cannot be undone once completed. To remove a duplicated form you will need to
Delete the form
Once completed, you can view and edit the duplicated form in your location(s). To edit the forms please refer to the Weave Help article Create or Edit a Form.
Duplicate a Section
- Within the Form Editor, hover over the header of the section you would like to duplicate
- Click the
Copy icon
The duplicated section will appear below the original section. Any primary fields will not be copied with the section, because they can only be used once in a form.
Duplicate a Field
- Within the Form Editor, find the field you would like to duplicate
- Click the
Copy icon
- Select Duplicate in the pop-up box
- If you select Don't ask me again until the next session, the pop-up box will not appear until you log in to Digital Forms again.
You cannot copy a primary field because each can only be used once in a form.
- Select
-
Use a Template to Create a Form
Use templates in the Digital Forms Dashboard to quickly create new forms that collect important information from your customers.
Create a Form Using a Template
- Select
Form Templates in the Digital Forms Dashboard
- Hover over the template you would like to use to create a form
- Click View
- Select Make a Copy in the top right corner
- Click View Form in the pop-up
The new form will pop up in the Form Builder. You can edit the newly added form by selecting the
Edit icon in the top right corner.
Template Gallery Overview
- Use the View icons in the top right corner to change the view between the tiles and a list.
- Select the Star next to the name of a template to add it to your favorites list. Click the star again to remove it from your favorites list.
- Sort using the dropdown in the top right corner to see the templates in order of:
- A-Z
- Oldest to Newest
- Newest to Oldest
- Most Popular
- You can also search the templates to quickly find what you're looking for.
- Select
-
Digital Forms in the Desktop App
While most actions for Digital Forms happen in the dashboard found through the Weave Portal, some information can be seen in the desktop app.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
After clicking on a forms notification or the
Forms icon or after opening the desktop app, you can see:
- Recent submissions
- Requests your office has sent but not received (Sent)
Filter for unread submissions by selecting the
Filter icon and checking the Filter unread submission box.
Send a Form
- Click the
arrow in the bottom right corner
- Select the recipient
Tip: Click the
message icon next to the patient's name to choose the desired number to text
- Choose the form or packet
- Select whether the form should be sent by text or email
See all the ways to send a form or packet
View a Submission
- Select the
Ellipses icon next to the submission you would like to open in the Digital Forms Dashboard
- Click See Form Details
A window will open with the submission in the Digital Forms Dashboard.
Mark as Read or Unread
- Select the
Ellipses icon next to the submission
- Click Mark as Unread/Read
Digital Forms Notifications
If you have Digital Forms notifications turned on in the desktop app, you'll receive a notification every time a patient submits a form or packet.
Select View to:
- Mark the form submission as read
- See form details in the Digital Forms Dashboard
- Mark as unread
Or select Ignore to remove the pop-up notification
-
Navigate the Digital Forms Dashboard and See Form Submissions
Get to know your way around Weave Digital Forms.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Digital Forms Dashboard Overview
In your Forms Dashboard you can:
- Manage Your Digital Forms Submissions
- Review completed forms
- Build new forms or packets
- Enable kiosk mode
- Add legal information
You can also send Forms and Packets to customers in the Weave Desktop App. Click here for more information.
Complete the Weave Training Camp course on Digital Forms based on your product bundle:
Access the Dashboard
- Go to http://forms.getweave.com/
- Any role can access the Digital Forms Dashboard in the Weave Portal by selecting Forms and Dashboard from the left navigation menu
- Sign in to the Forms Dashboard with your Weave username and password
Switch Locations
If you have multiple locations using Digital Forms, you can switch locations once you log in.
To switch locations:
- Click on your name at the top right corner
- Click Change Company
- Select the location you want to switch to
- Click Select
-
Upload Sample Forms into Digital Forms
Moving to Digital Forms from a different forms system? Weave can make the transition easy.
The first digitization upload includes up to 20 forms. Any uploads after the first digitization, or any forms beyond the 20, incur a fee of $20 per form.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Begin the process of uploading forms
- Head to the Weave Portal
- Click
Forms in the left menu
- Select Upload Forms from the
dropdown
- Find your sample form files on your computer and make sure the text in the sample forms can be copied and pasted
- Drag the PDF, DOCX, or Google Doc files from your computer onto the page or click to upload
- Make sure you add all sample forms you would like to be digitized in Digital Forms
Tip: Select the
Delete icon to remove forms from your upload list
- Select Start Digitization
If you need to convert your files to a PDF, you can use programs housed on your computer. Learn more:
Frequently Asked Questions
Will I be notified once my forms are uploaded?
You will receive several notifications throughout the upload process:
- After uploading a file showing whether it was successful or not
- After submitting the uploaded forms
- Once the forms have been digitized, you’ll receive an email including links to training information
What if the forms don’t look how I wanted? What if they are wrong?
Weave Form Builders will digitize the form fields into the Weave Forms format. If you would like to make changes to the forms once they are digitized, the forms training will show you how to easily make edits.
How do I let Weave know which forms go into which packet?
Weave Form Builders will digitize each form individually. Once the forms are digitized, you can add them to as many packets as you would like. The forms training will show you how easy it is to create packets.
-
Using Provider Review
Make sure information sent through Digital Forms submissions is signed off before writing back to your practice management system with Provider Review. Learn more about setting up Provider Review.
Send a Form for Provider Review within the Desktop App
Follow the same instructions for sending any form within the desktop app.
To make sure a submission is assigned to the correct provider for review, choose the corresponding appointment in the dropdown when sending the form. The reviewer and appointment status will appear below the dropdown.
If you don’t select an appointment or if appointment data is unavailable, the Forms Manager will be the default reviewer of the submission. They can reassign it to a provider later when the form is submitted.
Review a Form
Each Forms role has a different experience when reviewing submissions.
- Forms Manager can review a submission, reassign a submission to be reviewed by a Forms Provider, and sync the reviewed submission to your practice management system.
- Forms Providers can review assigned submissions by adding their signature and notes.
- Team Members can perform a sync with the practice management system after a submission has been approved by a Forms Manager or Forms Provider. They cannot review any submissions.
To begin reviewing submissions, open the Digital Forms Dashboard. Within the Inbox, you can click on Needs Review or look for the Needs Review tag on a submission.
Change the reviewer:
- Open a submission marked as Needs Review
- Click the currently assigned reviewer underneath the patient information at the top of the page
- Choose the new reviewer from the dropdown
- Click Change Approver
The form will appear in the Form Provider's submission list as Needs Review.
Review a submission:
- Click on the
Review icon on the right side of the page to view the writeback settings
- Select Approve or Reject
- Click Sync to write back the information to your practice management system
You can see all reviewed submissions in the Inbox by clicking on the Reviewed section. You can expand the menu and see only approved or rejected from there.
To begin reviewing submissions, open the Digital Forms Dashboard. Within the Inbox, you can filter to Needs Review to see which submissions you are responsible for reviewing.
Review a submission:
Begin reviewing by clicking on a submission marked as Needs Review. From here, you can choose to Approve or Reject the submission.
Approve:
- Select Approve
- Add a signature by choosing to draw, upload, or type at the top of the pop-up
Tip: If you choose to draw and make a mistake, click Clear Drawing in the bottom right corner. Click the toggle on the bottom left to save as your default signature.
- Select Continue to add notes
- Click Approve
Reject:
- Select Reject
- Add notes
- Click Reject
Note: The submission detail page will show who rejected the submission for all users.
The electronic signature on approved submissions will appear on the PDF at the end of the form.
Users with neither Forms Manager or Forms Provider can write back submissions that have been reviewed by another user or don’t need to be reviewed to the practice management system.
- Open the Digital Forms Dashboard
- Click on a submission that needs to be written back to your practice management system
- Select the
Review icon on the right side of the submission detail page
- Click Sync
Team member can also view all submitted forms and their review status within the Inbox.
-
Set Up Provider Review
Allow information sent through Digital Forms to be signed off before writing back to your practice management system with Provider Review. Learn how to use Provider Review.
Map a Provider
You must have the user role of Super Admin to access this feature. See your role.
Add special forms permissions to allow practitioners in your office to use Provider Review.
- Within the Weave Portal, select
Account from the left navigation
- Click Users
- Choose to either add a user or edit an existing user
- Under Roles & Location Access, use the
dropdown to choose one of the following roles
- Forms Manager: Allows a user to assign submissions to a provider or approve submissions themselves
- Forms Provider: Allows a user to sign submissions for approval
- If you choose Forms Provider, select the corresponding provider with scheduled appointments in your practice management system from the dropdown
Note: Any names that are greyed out and tagged as “mapped” have already been used for a Forms Provider user. If a provider name is not shown, they don’t have any appointments scheduled in the practice management system.
- Click Submit
Designate a Form or Packet for Provider Review
Next, you’ll need to choose which types of forms or packets need to be reviewed before being written back to your practice management system.
- Open the Digital Forms Dashboard
- Click
Form Builder
- Within Forms or Packets, select the form or packet you would like to designate for Provider Review
Note: Designating a packet for Provider Review does not designate each individual form. Only when the packet is sent will they require review unless you turn on Provider Review for each form individually.
- Click on the
Review icon in the top right corner
- Within the pop-up,
toggle on Needs Review
Tip: If the
icon is blue, the form is already marked for review
Once designated for Provider Review, the form will only sync with your practice management system after it’s approved.
- Within the Weave Portal, select
-
Digital Forms Writeback Settings
The writeback settings determine what information is synced into your management system. You can choose whether to have certain information writeback automatically or manually.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Authorize Writebacks for Digital Forms
- Select
Settings from the menu on the left
- Select Writebacks
- Choose how you would like the information synced using the
dropdown next to each option
- Click Authorize to enable writebacks for digital forms
This will automatically save and can be changed at any time.
Once you authorize writebacks, you will have the option to configure different types of writebacks to occur automatically or not at all. New Patient Creation will create a new patient record in your management system. Update Existing Patient Records recognizes a returning patient and updates their record. Medical History Writebacks (OpenDental only) offer the ability to update records with allergies, medical conditions, and medication information. PDF document writebacks provide a full PDFs of completed forms in your management software's document system.
If your account has multiple locations, you can still authorize writeback settings as long as you have *writeback-capable practice management system integrations.
- Click
Settings in the Digital Forms Dashboard
- Select Writebacks
- Click the Authorize circle
- In the pop-up, confirm the authorization
- Select the preferred management system you would like submitted forms to writeback to in the Writeback Destinations section
- Only *practice management systems that have supported writeback capabilities will show
- During writeback, if a patient record is found only in a different writeback-capable management system, Forms will update that patient record
- Confirm the change of writeback destination in the pop-up
- Click Save Changes in the Authorize Writebacks Section
Changes will automatically be saved after you authorize writebacks for the first time. You can also choose whether information should write back manually, automatically, or not at all whenever a writeback occurs (whether writing back to the default destination or another writeback-capable management system) using dropdowns at the bottom of the page.
See how to manually write back a form submission when multiple management systems are available below
Medical History Writebacks are not available for multi-location accounts.
*Dentrix 6.3+, Eaglsoft 18+, and OpenDental
Manually Retry a Failed Writeback Sync
If a form fails to write back to your management system, it may need to be manually synced.
- Click into the submission detail page in the Failed Sync folder
- Scroll to the bottom, make sure the writebacks are toggled on, and click Retry Sync
Turn on Manual Writeback Controls
If you'd like to have more control over what, when, and how information writes back to your management system from submitted forms, you can manage them in the Digital Forms Dashboard.
- Select
Settings from the left menu
- Click Writebacks
- From here use the
dropdowns to choose writebacks to sync automatically, manually, or not at all for:
- New Patient Creation: Allows Weave to create new patient profiles in your management system if it does not recognize the name submitted with the form
- Patient Record Updates: Allows Weave to update the patient record in your management system from the information on a form
- PDF Document Writebacks: Allows Weave to upload a PDF of each form into your management system's document library
Changes save automatically.
Writeback Options
- None: No writeback will occur
- Automatic: Writebacks will happen automatically as soon as a submission is received. If an automatic writeback fails, you can still retry the writeback.
- Manual: Writebacks are set up to happen, but you will have the opportunity to review the information before Weave Digital Forms updates the data in your practice management system.
Approve Manual Writebacks
If you've chosen to have some information write back manually, you'll need to approve submitted forms before the information syncs to your management system.
- In the Dashboard, click Needs Review
- Select any form needing review
- Check the submission to make sure the information is correct
- Click on the Writebacks section
- Manually toggle the info you would like to write back for:
- Create Patient
- Update Patient
- Upload Document
- Press Sync All
Manual Writebacks for Multi-Location Accounts
If a patient is found in multiple of the writeback-capable practice management systems, you’ll have to manually choose the preferred writeback destination.
- Click into the form within the Dashboard
- In the Writebacks section, click See More next to the practice management system names
- In the pop-up, click the circle next to the desired destination system
- Click Confirm
- Click Sync All
A patient found in one system will automatically write back as long as the management system is writeback-capable and automatic writebacks are chosen in the settings. If manual writebacks are selected, you’ll have to approve the writeback in the form submission manually.
- Select
-
Your Management System and Digital Forms
Learn how information from Digital Forms automatically transfers to integrated practice management software.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Additional Functionality for Integrations
Weave’s Digital Forms product is available to all Weave customers, making it easier than ever to collect important customer information.
This product also integrates with certain Practice Management Softwares for automated writeback functionality. Writebacks allow Weave to transfer the information your customers fill out in your form directly to your Practice Management Software.
You must authorize writebacks in the Digital Forms Dashboard before Weave will begin recording information from form submissions in your Practice Management Software. Learn how here.
Does my Practice Management Software integrate with Digital Forms?
Weave’s Digital Forms product currently integrates with the following Practice Management Softwares:
- Open Dental (All versions)
- PracticeWeb (v. 21+)
- Dentrix (v. 6.3+)
- Eaglesoft (v. 18+)
- Dolphin (server)
- Crystal
- OfficeMate
- Revolution
The information Weave can transfer to your Practice Management Software is dependent on which software you use.
What information writes back to my management system?
When a customer fills out one of your forms, certain information will record to your Practice Management Software, updating the customer’s record.
The chart below illustrates which information is transferred to your Practice Management Software from Weave:
Field OpenDental/
Practice WebDentrix G6.3+ Eaglesoft 18+ Dolphin (server) First Name
✅ ✅ ✅ ✅ Last Name ✅ ✅ ✅ ✅ Preferred Name ✅ ✅ ✅ ✅ Date of Birth ✅ ✅ ✅ ✅ Email ✅ ✅ ✅ ✅ Gender ✅ ✅ ✅ ✅ Marital Status ✅ ✅ ✅ ❌ Address Line 1 ✅ ✅ ✅ ✅ Address Line 2 ✅ ✅ ✅ ✅ City ✅ ✅ ✅ ✅ State ✅ ✅ ✅ ✅ Postal Code ✅ ✅ ✅ ✅ Mobile Phone ✅ ✅ ✅ ✅ Home Phone ✅ ✅ ✅ ✅ Work Phone ✅ ✅ ✅ ✅ Driver License Number ❌ ✅ ✅ ❌ Social Security Number ❌ ❌ ❌ ❌ Primary Insurance Information ❌ ❌ ❌ ❌ Secondary Insurance Information ❌ ❌ ❌ ❌ PDF Document Writebacks ✅ (Find in the Image Module in the medical history folder) ✅ (Only G7+, Find in the Document Center) ✅ (Find in Smartdoc) ✅ Medical Conditions ✅ ❌ ✅ (With the Medical History Form) ❌ Allergies ✅ ❌ ✅ (With the Medical History Form) ❌ Medications ✅ ❌ ❌ ❌ Field Crystal OfficeMate Revolution First Name
✅ ✅ ✅ Last Name ✅ ✅ ✅ Preferred Name ✅ ✅ ✅ Date of Birth ✅ ✅ ✅ Email ✅ ✅ ✅ Gender ✅ ✅ ✅ Marital Status ✅ ✅ ❌ Address Line 1 ✅ ✅ ✅ Address Line 2 ✅ ✅ ✅ City ✅ ✅ ✅ State ✅ ✅ ✅ Postal Code ✅ ✅ ✅ Mobile Phone ✅ ✅ ✅ Home Phone ✅ ✅ ✅ Work Phone ✅ ✅ ✅ Driver License Number ✅ ❌ ❌ Social Security Number ❌ ❌ ❌ Primary Insurance Information ❌ ❌ ❌ Secondary Insurance Information ❌ ❌ ❌ PDF Document Writebacks ✅ ✅ ✅ Family Medical History ❌ ❌ ❌ Ocular History ❌ ❌ ❌ Medical Conditions ❌ ❌ ❌ Allergies ❌ ❌ ❌ Medications ❌ ❌ ❌ -
Create a Medical History Form and Collect Information with Open Dental (v. 18+)
Weave Digital Forms makes it easy for offices with Open Dental to collect medical history information and automatically make updates in their management system.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
Medical History Writebacks are not available for multi-location accounts.
Turn on Medial History Writebacks
- Open the Digital Forms Dashboard
- Click
Settings
- Make sure writebacks are Authorized and each individual section is set to the preferred setting in the Writebacks section
- Select Medical History
- Click into each category (Allergies, Medical Conditions, and Medications) and select Sync to populate the field options
- Make sure each option that you wish to appear in your forms is
toggled on. Options that are toggled off are still synced with Weave Digital Forms but will not appear on your forms
Now you can use the Allergies, Medical Conditions, and Medications Primary Fields to quickly build medical history questions in your forms with auto-populated answer options.
Add Medical History Fields to Your Forms
- To add the fields, create or edit a form in the Form Builder
- Drag the Allergies, Medical conditions, or Medications fields in the Primary Fields section to your form
- Edit the question as you would like
- Click Add
Note: You won’t be able to see the options in the form builder. To see what your patients will see, preview the form.
- Select Save
You can now send the form to clients and write back their responses to Open Dental depending on your selected writeback settings.
See Updates in Open Dental
- Open the Open Dental system
- Select the Patient to open their profile
- Check Patient Information to see the updates
- Find the completed forms by selecting Images and Medical History
-
Customize and Send Medical History Forms for Writebacks in Eaglesoft (v. 18+)
Transfer your patient's medical history information from Digital Forms to Eaglesoft with a data sync from the Medical History Form created by Weave for Eaglesoft customers.
**The only way to write medical condition information back to Eaglesoft is to use the pre-populated Medical History Form.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
All Digital Forms customers with Eaglesoft will automatically be able to access Medical History writebacks. Make sure writebacks are turned on in the Digital Forms Dashboard settings.
Medical History Writebacks are not available for multi-location accounts.
Customize and Import Eaglesoft Medical History Forms
Your medical history form can be customized within Eaglesoft and synced to Digital Forms before you send it to patients.
- Customize the form and set it as Default within Eaglesoftrom
- Open the Digital Forms Dashboard
- Click
Form Builder from the left navigation menu
- Click the
Create a New Form (Plus) icon
- Choose From Eaglesoft in the popup
- Check the box next to the form(s) you would like to import from Eaglesoft
- Click Import
- Add the form to a packet if needed
If you make adjustments to the form in Eaglesoft, open the now outdated form in the
Form Builder and select Sync in the top right corner to update the form.
Send Medical History Forms to Patients
Because this form has already been conveniently created by Weave, all you have to do is send the form to your patient for them to fill out and submit.
- Open the patient profile by searching in
Patients
- Click the
Forms icon
Tip: You can also go to the message thread with the patient and click on the
Forms icon at the bottom of the page.
- From the Form or Packet Name
dropdown, select Medical History - Form
Tip: You can also add the Medical History Form to a packet to be sent with other forms. Because the Medical History Form cannot be edited, you may want to include an additional form with any other information that needs to be updated by the patient. See here for fields you can add to an additional form that will write back to Eaglesoft.
- Select the method of delivery (text or email)
- Click Send
From here the patient will fill out the form with their medical history.
As soon as they submit, you will see the form appear in the Digital Forms Dashboard with their name. Click into the form and scroll to the bottom to see the writeback status.
Synced next to the
Patient icon shows that a patient's medical history is updated in the patient record in Eaglesoft.
See the Automatic Updates in Eaglesoft
- In Eaglesoft, select the user that submitted the form
- Select SmartDoc
- Click the uploaded PDF in the left menu to download or see the filled-out form
- Go back to the user
- Select Med History
Here you'll be able to see the updates and comments from the submitted Medical History form. Any old information is overwritten by the writebacks from the new form.