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Submissions by Form

From the Forms List, click the gear icon on a form with submissions and select View Submissions. A panel opens on the right showing:
  • Patient name with a link to their chart
  • Phone number and email
  • Submission date and time
  • Section-by-section answers organized by block
  • Assessment results displayed prominently for calculated score questions
  • Archived questions shown separately at the bottom if the form has been modified since submission
  • File uploads displayed inline with preview capabilities
Use the left/right arrows at the top of the panel to navigate between submissions.

Export a Submission to PDF

Click Export to PDF in the submission panel to download a PDF containing all form answers, consent content, signature images, and uploaded files. This requires the Downloads/Export permission.

All Submissions Table

Navigate to Check-In > Forms > Submissions for a unified view across all forms. The table shows:
ColumnDescription
Patient NameThe patient who submitted the form, linked to their chart.
Phone NumberThe patient’s verified phone number.
Submission DateWhen the form was submitted, with date and time.
Form NameWhich form was submitted, linked to the live form.

Filter Submissions

Use the filter bar above the table to narrow results:
  • Patient Name — Text search by patient name.
  • Patient ID — Search by Decoda patient ID.
  • Phone Number — Search by phone number.
  • Submission Date — Filter by date or date range.
  • By Form — Select one or more specific forms.
  • Requires Follow-up — Filter for submissions where the patient had trouble uploading a file and needs to be contacted.
  • Completion Status — Filter by complete or partial submissions.

Submission Status Badges

Each submission may display status badges:
  • Partial Submission — The patient started but did not finish the form. Their progress is saved and they can resume by reopening the form link.
  • Requires Follow-up — The patient had trouble uploading a file (e.g., their photo ID or insurance card). Staff should reach out to collect the file another way — for example, ask the patient to email it, bring a physical copy, or re-submit the form.
  • Expired — The submission has passed its expiry date and is no longer valid. The patient will need to re-complete the form.
  • Expires [date] — The submission will expire on the displayed date.
Click View Submission on any row to open the full submission in a panel.

Submission Expiry

Forms can be configured with an expiry period so submissions must be renewed periodically.
  • Setting expiry: From the Forms List, click the gear icon and select Edit Expiry. Enter the number of days a submission remains valid. Leave the field empty for submissions that never expire.
  • How expiry works: When a form has an expiry period, the system checks whether a patient has a valid (non-expired, completed) submission. If the previous submission expired, the patient is prompted to fill out the form again.
  • Expiry badges: In the submissions table, expired submissions show an “Expired” badge. Submissions approaching expiry show the expiry date.