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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. 

An additional form has been initiated. The New Request Stage is set to Ready for HCP and the Physician Signature stage is Not Started. 

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.

    Screenshot of the section in the additional form in which the prescriber is required.

Lightbulb iconTIP See tips on searching for a prescriber here: I can't find the Prescriber I'm looking for

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.

 

Lightbulb iconTIP The current state of the form is always visible in the top-right corner.

Pencil icon 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.

An additional form has been initiated. The New Request stage is showing Ready for HCP and the Physician Signature stage is Not Started. 


Hover over the icon underneath each Stage to see the current State of the form.  

Screenshot demonstrating how to hover over the icon below each stage to view the form’s current state.

Pencil icon NOTE If you are the creator of the form, you will be notified when the form is completed in its final stage.