Accessing the Additional Forms Status Table
From the Programs (or Overview) section, click Additional Forms in the Status Table. You’ll see a list of all Additional Forms submitted across patients.
By default, 10 entries are shown at a time. Use the arrow buttons at the bottom-right corner of the table to navigate through additional pages.
Filters
Use the dropdown menus at the top of the table to filter forms by:
- Type (e.g. Compassionate Requests)
- Form name
- State (e.g. Active, Completed)
You can also:
- Use checkboxes to filter forms that are assigned to you or created by you
- Click Clear Filter to reset all filters at once
If you select a specific Form Type, additional filters will appear based on the Stages available for that form.
TIP To view a single Stage, click Unselect All, then select the stage you'd like to display.
Columns
Click the arrow icons next to any column header to sort by that column.
If you’ve selected All under the Facility filter, a Facility column will appear to help you identify which site each form belongs to.
The Status column displays both the Stage and current status of the form.
For example:
Medical Review – New: Standard Review
NOTE In the Assigned To column, a small icon next to your name indicates that the form was sent to a guest prescriber for their signature.
Actions
- Click the patient’s name to go directly to their profile
- Click the form name to open the Additional Form
- Click the ellipsis (⋯) to access available actions:
- Mark as Complete
- Send to Archive
- Withdraw
- Delete
(Available options depend on your permissions)
