---
title: How to Initiate an Additional Form
description: Within a Patient Profile, PSP users can initiate any Additional Form that is available to them. Additional Forms include, but are not limited to, forms for Compassionate Use Requests, Questionnaires, Medical Information Requests, etc.
---
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1. [Auxita Help](https://help.auxita.com/?hsLang=en-ca)
2. [Additional Forms](https://help.auxita.com/additional-forms?hsLang=en-ca)
April 1, 2026
# How to Initiate an Additional Form
## Within a Patient Profile, PSP users can initiate any Additional Form that is available to them. Additional Forms include, but are not limited to, forms for Compassionate Use Requests, Questionnaires, Medical Information Requests, etc.
#### **What is an Additional Form?**
**Additional Forms** in Auxita refer to any form that needs to be completed as part of a patient’s therapeutic journey. These do not include Enrolment or digital Prior Authorization forms, as those are distinct and managed separately within the platform.
Each Additional Form follows a series of **pre-configured Stages**, which are displayed as columns in the Additional Forms tile within the patient’s profile. Within each Stage, the form progresses through various **States** to reflect its status.
For example, in the **Physician Signature** Stage, the form begins in the *Not Started* State. Once it is sent to the healthcare provider (HCP) for signing, the Status changes to 'Awaiting Physician Signature'. The final State, *signed by HCP*, confirms that the signature has been obtained, and that step is complete.
#### **Initiating a New Additional Form**
1. Select a **patient**.
2. On the patient’s **Program Overview** tab,scroll down to **Additional Forms**.
3. Click the **New Form** button and search for the name of a form.
4. The form will be pre-populated with some data from the patient's profile.
5. Complete the form by filling in any of the other fields.
6. If required, select a **Prescriber** at the top right of the form.
**TIP** See tips on searching for a prescriber here:[I can't find the Prescriber I'm looking for](https://help.auxita.com/i-cant-find-the-prescriber-im-looking-for?hsLang=en-ca)
#### **Moving a Form Through Stages**
1. When you are done filling in the form, there are typically 2 options: **Save & Close** and/or **Advance** the form to the next stage
1. **Save & Close** keeps the form in its current stage so you can make updates later without advancing the workflow.
2. **Advance** moves the form to the next stage when the next user or action is ready (for example, sending it to a Physician for signature or another user for review).
This opens the **Update Status** dialogue, allowing you to choose the next stage for the form and assign it to the appropriate person or leave any comments.
**TIP** The current state of the form is always visible in the top-right corner.
 **NOTE** If you choose **Send for Physician** **Signature** for a prescriber who is not an Auxita user, a new dialogue box will appear, allowing you to send a notification requesting the physician’s signature to a fax number or email address.
Once an **Additional Form** has been saved to the patient’s profile, you will see the predefined Stages it is expected to move through until completion. These Stages vary depending on the specific form you selected.
Hover over the icon underneath each **Stage** to see the current State of the form.
** NOTE** If you are the creator of the form, you will be notified when the form is completed in its final stage.
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