Consent and forms status report

What this report shows

Rather than checking each patient's forms one at a time, this report lists every form sent across your patient list and its current status — completed, pending, or expired.

Forms grouped by status across all patients.

Filter by location

Narrow it down to a single location if you're checking compliance clinic by clinic.

Following up on pending forms

Use this list to chase up anything still outstanding, and to resend anything that's expired before you rely on that patient having a completed consent or intake form on file.