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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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