Changing the expiration date of a patient form

You can change the expiration date of a questionnaire or a consent form as needed. This will affect the due date of the form for all patients.

Notes:

  • Each questionnaire, including its expiration date, is organization specific.

  • Each consent form, including its expiration date, is location specific.

  • The due date of any form can be changed for any patient as needed.

To change the expiration date of a patient form

  1. If you are not already viewing the correct location, select it on the Location menu.

  2. On the Settings menu, under Location, click (or tap) Patient Forms.

    The Patient Forms page opens.

  3. Under Questionnaires or Consent Forms, select a form (active or inactive).

    The options for the form become available.

  4. From the Form Expiration list, select how long after a patient completes this form that the form will expire and need to be completed again.

  5. Click (or tap) Save.