In Engagement, you can mark forms and health history updates as completed for individual patients to avoid requests being sent out automatically through the Automated Appointment Communication. To learn more about this automation, click here.
To learn how to mark forms and health history updates as complete follow these steps:
Click the Forms icon (white paper icon) next to the patient's name on the Patients tab
This will populate the Prepare Forms and Consents page
Click on the Pencil icon next to the applicable form
Enter in the Completion Date