Move or Delete Online Form Data

If you make a mistake when you assign online form data to a patient folder, you can use Data Tools to either move that data to another patient, or delete the data completely.

Move Online Form Data Between Patients If you accidentally assigned an online form to the wrong patient, you can run Data Tool (134) - Txfer Online Forms Answers Between 2 Pats, found on the Destructive #2 tab of the data tool window, to transfer the information to another patient. Note that this will move the first online form from one patient to another; if a patient has multiple sets on online form data, you cannot select to move a different set.

1. Open Data Tool #134 - From the ViewPoint Main Menu, go to Tools & Utilities > Data Tools > Destructive #2 tab. Select Data Tools 134, and click Run.
   
   

2. Select the Patients to Work With - The first patient is the one that currently has the incorrect online form data; the second patient is the one that should have the data. After selecting the patients, click Ok to continue. (Or, click Exit/Cancel to exit Data Tools without making any changes.)
   
   

3. Confirm Your Action - When the warning message appears, click Yes to complete the data transfer, or click No to exit without making any changes.
   
   

Delete Online Form Data If you accidentally added online form data to a patient folder, you can run Data Tool (135) - Delete Online Forms Answers, found on the Destructive #2 tab of the data tool window, to remove the information. If the patient has data from multiple online forms, you can choose which to delete.

1. Open Data Tool #135 - From the ViewPoint Main Menu, go to Tools & Utilities > Data Tools > Destructive #2 tab. Select Data Tool 135, and click Run.
   
   

2. Select the Patient & Form to Work With - Use Fast Find to select the patient to work with. If the patient has multiple online forms, you then use the drop down list to select the form to delete. After selecting the patient and the form, click Ok to continue. (Or, click Cancel/Exit to exit Data Tools without making any changes.)
   
   

3. Confirm Your Action - When the warning message appears, click Yes to permanently delete the online form data, or click No to exit without making any changes.
   
   

Data Tools Details - See "Use Data Tools" for details about running any data tool.

• Use Online Forms
  • Download & Link Online Forms
  • Fill Out an Online Form
  • Online Form Queue
  • Move or Delete Online Form Data
  • Run Online Form Downloads Report
  • View & Update Online Form Results

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