Form Template Ownership

Click Lists → Intakes and filter the report by Practitioner. Not sure what assigns a form to a practitioner? Read below for more information.

The form template lives in the admin account and is shared with all practitioners by default.
The form template lives in the admin account and is not shared across practitioners.
The form template lives in a single practitioner’s account and is not shared with anyone.

Set sharing permissions on a per-template basis; open the template and click the three dots icon → Settings.

If the form template lives in the admin account and it is shared, then it will be owned by the person who sent the form.
If the form template lives in the admin account but it is not shared, it will be owned by the admin.
When an assistant sends a form that is not associated with an appointment, the form will be owned by the practitioner the assistant manages.

Client Timeline: Form ownership is not determined by the owner of the client timeline.
Sender: The user who sent the form can be a factor; read the section above.
Appointment:
- The practitioner associated with the appointment will own the form.
- Questionnaires may be assigned to specific appointments; in that case, the practitioner the appointment is scheduled under will own the form.
Rules: Rules may be applied to the form that change its owner. To see if rules are in place, open the questionnaire, click the three dots icon and select Rules.
Form URLs: If the sender selects the Get URL option in the form editor, they can select a practitioner to route the form to.

To change the owner of a completed form, open the form and click More → Transfer.
To change the owner of a form template, follow the directions here: Transfer Form Templates Between Practitioners.