Change a Client Intake Form from Pending to Completed

Change the status of a forgotten/abandoned form to clean up your Intakes report.

If a patient has left an intake form unfinished or has forgotten to submit it, you may want to change the status from Pending to Completed. 

1. Click Lists → Intakes.
2. Click View to open the form in question.
3. Click  More → Set as Completed on the right side of the page.

Notes:

• Even though the status of the form is set to Completed like other submitted forms, PracticeQ keeps an audit trail that will show that the status was changed by the provider, not the patient.
• You will only be able to change the form from Pending to Completed if the form has been partially completed by the patient; otherwise this option will not be available.