Forms automatically expire to keep patient data secure and ensure PHI cannot be accessed beyond what is actually necessary for the patient’s visit.
If a Form or Form Request has expired, you can retrieve it to allow the patients to reopen that form and make changes.
To retrieve an expired Form:
- Navigate to the Forms tab and select the Expired filter.
- Find the request you need to retrieve.
- Click the … on the Actions option and select Move to active.
- The request can then be found under the Active filter and the patient will be able to access the Form through the original link.