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  • Any non-visit related forms that are incomplete (for example, demographics or contact information)
    • Click on the form name or anywhere in the row to open that form
    • Enter the data
    • Click Save when completed entering the data
    • See the Account Page for steps on how to update data in non-visit forms
  • Any visits with forms that are due and incomplete
    • Click on the visit name or anywhere in the row to open the form(s) for that visit
    • Click on a form name to enter data for that form
    • Click Save when completed entering data to return to the list of forms

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