Assigned Forms

The Personal Planner > Lists tab > Assigned Forms sub-tab allows you to view and manage forms assigned to you.

To manage assigned forms:

  1. Open the Personal Planner to the Lists tab and click the Assigned Forms sub-tab.

  2. Select the checkboxes as necessary:
    • Include Group Assignments: Includes forms that are assigned to a group that you are a member of in the list.
    • Include User’s Previous Assignments: Includes forms that are still open and were previously assigned to you.
    • Show Open Forms Only: Only display forms that are still open/active and not yet complete.

      • Note: If you have access, you can edit the User and Provider fields to view forms assigned to a different provider.

  3. Click the Search for Data () icon to display your list of assigned forms.
  4. Review the listed entries.
  5. To perform another task, complete any of the following:
    1. Click the Create a new Record () icon to display the Select Patient window.

    2. Search for the patient and double-click the record to display the Add Form window.

    3. Complete the fields as necessary and click OK.

    1. Select a listed record and click the Edit Record () icon to display the Forms window.
    2. Modify the fields as necessary and click OK.
    1. Select a listed record.

    2. Right-click and select Edit Form Information to display the Forms window.

    3. Modify the fields as necessary and click OK.
    1. Select a listed record.

    2. Right-click and select View Form Events to display the Form History window.

    1. Select a listed record.

    2. Right-click and select Re-assign Forms.

    3. Click each ellipsis to select a Messenger Group and/or User and click OK.

    1. Select a listed record.
    2. Right-click and choose Select Patient.
    1. Click the Print Report () icon.