You are here: ViewPoint Help > Patient Folders > Patient Applications > View & Update Online Form Results

View & Update Online Form Results

The Form Data option on the patient's Findings tab contains the results of online forms submitted by the patient. Use this page to review, compare, and update patient folder information based on online form data.

How to Get Here

Open patient > Findings > Form Data

Open a patient folder and click the Findings tab. Then, select the Form Data option.

Use This Feature

Select form to work with - Patients may accumulate multiple online forms as they update their health histories throughout treatment. Click the View Form field, and select the form to work with.
Review responses - The questions and responses for the selected form appear at the right of the window. You can collapse and expand individual questions as needed, or use the Collapse / Expand buttons to affect all questions and responses.
Filter response categories - Click View to open a new window. You can then select which type of questions and responses to include. The results are color-coded for easy reference. (See "Online Forms Questions Table " for detailsabout categorizing questions.)

Click View.

Select question / response categories to view.

You can also view this window for the most recent health history by clicking the HH button from the patient's Treatment Chart toolbar.
Compare form results - Select a form from the Previously Completed Forms section of the window and click Compare Forms to see the differences between your selected form and the previously completed form. If you use multiple types of online forms, note that only forms that are the same type as your selected form appear in the Previously Completed Forms list.

Select a Previously Completed Form.

Click Compare Forms to see the differences.
Compare & update patient folder - Click Compare Bio to show any discrepancies between the selected form and the biographical information currently in the patient folder. You can then individually select fields you want to update, or click Select All or Select None as needed. When you click Ok at the bottom of the window, the corresponding patient folder fields will be updated to match the data in the Online Form.
Update online form responses - Click Update to open the patient's most recent online form, and make any changes. When finished, be sure to Submit the newly updated form. You might then want to use the Compare Bio button, described above, to update the patient folder as well. (See "Fill Out an Online Form " for details about completing online forms.)
Print mail merge document - Click Quick Merge to generate a linked mail merge document. See "Use the Online Forms Letter Queue" for details.