Delete Request Form Document Types

Delete Request Form Document Types

1. Navigate to the Patient Submission

2. Go to Request Form


3. From the Admin Icon select the Document Types

4. From the Action Column select the Delete Button in the dropdown.


5. Click the Delete button at the bottom of the dialogue box. 

Record will be Deleted immediately 
This cannot be undone!


    • Related Articles

    • Add Request Form Document Types

      1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Document Types 4. Click on the "+" icon located on the top right of the table.  - Add name of Document Type and press add 6. Click the Add button at the top ...
    • Edit Request Form Document Types

      1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Document Types 4. From the Action Column select the Edit Button. 5. Edit the information on the dialogue box 6. Click the Update button at the top of the ...
    • Submitting a Request Form Form

      1. Navigate to the Patient Submission 2. Go to Request Form 3. Select the Setting icon and from the action dropdown select Live. Note - This will take you to the "Request Form" form Patients can also access this form from your website Users can send ...
    • 5 - New Patient Form - Request Form

      Prep Required Gather these items before starting - Document Types your patients request       * Physical Forms, Shot Records, Referral Forms, WIC Forms 1- Make sure the correct New Patient Form is active for your Practice Step by Step Guide 2- Update ...
    • Delete a Request From Submission

      1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Column select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box.  Record will be Deleted immediately  This cannot be undone!