Completing Patient Paperwork Forms
When you open a packet, you'll see all forms listed on the left with their current status. You can fill forms in any order, save them as a draft to return to later, or mark them as complete to lock them for record-keeping.
⚠️Important: Saving a form as a draft is available to all staff. Marking a form as complete and re-editing a saved draft requires edit access. Contact your GDE to set up edit access for the relevant team members.
Step by step
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