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How to Delete or Archive an Additional Form Request

Learn how to delete or archive forms, when to use each option, and how to confirm these actions from a patient’s profile.

Deleting a form leaves no record on the patient’s profile. This option can be used when, for example, a form was accidentally created as a duplicate.

Steps for Deleting a Request

  1. Open the patient's profile.

  2. In the Additional Forms tile, click the ellipses. 
  3. Select Delete from the menu.

    Screenshot of the Additional Forms page showing a form request in the Active tab. An actions menu is expanded beside the form, displaying options to "Mark as Complete," "Send to Archive," "Withdraw," and "Delete." The Delete option is highlighted with an arrow indicator.
  4. A prompt will appear to confirm the decision to delete.

    Confirmation dialog box asking, “Are you sure you want to delete this item?” with two response options: a pink Yes button and a No link.

 



Pencil iconNOTE Once the form is deleted, you can still verify that this action occurred by checking the Activity section of the patient’s profile.

Action showing Additional Form Deleted

Archiving the form preserves it in its current state and moves it to the Archived tab, where it can no longer be modified. This option is useful if you want to keep a record of a form that was initiated but is no longer required.

Steps for Archiving a Request

  1. Open the Patient's Profile.

  2. In the Additional Forms tile, click the elipses.

    Screenshot of the Additional Forms page showing a form request in the Active tab. An actions menu is expanded beside the form, displaying options to "Mark as Complete," "Send to Archive," "Withdraw," and "Delete." The Delete option is highlighted with an arrow indicator.

  3. Select Send to Archive from the menu.

  4. Once archived, you can toggle the status bar to locate it.

    Screenshot showing the Additional Forms tile that shows the achieved section

Lightbulb icon TIP Even after archiving, the form remains accessible for review by clicking the pink form name.

Even after archiving, the form remains accessible for review by clicking the pink form name.

Pencil iconNOTE Once the form is Archived, you can still verify that this action occurred by checking the Activity section of the patient’s profile.

Action showing Additional Form Archived