...synchronize form data?

Modified on Thu, 27 Aug 2020 at 07:39 AM

Setup & Configuration (Administrators)

  1. Go to [navigation menu] > Activities > (select activity or create a new one).
  2. Check "Can Synchronize Forms."
  3. Save.

How it Works

  1. When viewing a service with an activity that has synchronization enabled, users will see an sync icon in at the top of the activity.
  2. Clicking on this icon will do the following:
    1. Find the last completed service for the patient with the same activity.
    2. Get the information from the forms and import it into the corresponding forms on the current service.
    3. Now, when you open the form, you will see the data from the previous activity.  Any changes made will only affect the version.

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