Archive Submitted Intake Forms

PracticeQ allows you to archive submitted intake forms, which removes them from intake lists and search exports.

Archive a Form

  1. Click Lists → Intakes.
  2. Open the intake questionnaire you wish to archive.
  3. On the right side, click the More button and select Archive Form.
  4. Confirm that you want to archive the form by clicking Yes.

Restore an Archived Form

  1. Click Lists → Intakes.
  2. In the Status filter, select Archived.
  3. Click Search.
  4. Open the archived intake questionnaire.
  5. You will see a note at the top that says This intake form was archived. Click here to restore it.
  6. Click the link and you will see a banner reading Success: Intake Form restored.

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