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Engagement: How to Mark Forms and Health History Updates as Completed

Learn how to mark forms as completed in Engagement [Modento]

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

In Engagement, you can mark forms and health history updates as completed for individual patients to avoid requests being sent out automatically through TouchPoints.

To mark forms and health history updates as complete in Engagement:

  1. Click the Forms icon (white paper icon) next to the patient's name on the Patient Finder dashboard

  2. In the Prepare Forms and Consents window that opens, click on the pencil icon next to the applicable form

  3. Enter in the Completion Date, then click Save


How to Mark Health History as Submitted

  1. Click on the Health History icon (black clipboard icon) next to the patient's name in the Patient Finder dashboard

  2. Enter in the Date that the Health History was submitted on, then click Save

Note: If you do not see the Forms Icon or the Health History Icon next to the patients name, this means the patient's forms / Health History have been marked as completed/submitted.

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