How to Change a Client Intake Form from Pending to Completed

Modified on Mon, 30 Aug 2021 at 04:12 PM

If a patient has left an intake form unfinished or has forgotten to submit it, you may want to change the status from "Pending" to "Completed". In order to do so, open the unfinished intake form and click on the "Set as Completed" button.

It’s important to note that even though the status of the form is set to "Complete" like any other submitted forms, Z-Forms keeps an audit trail and is able to tell that the status was changed by the provider, not the patient.

Note: You will only be able to change the form from Pending to Completed if the form has been partially completed by the patient, otherwise this option won’t be available.

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