Overview

The Form Activity Log is your audit trail for registration forms and post-visit surveys. It shows the lifecycle of each form — from assignment through submission — so you can quickly see which forms were created for patients, when, and what stage they're in. Use it to answer questions like: Was this form ever assigned? Was it sent? Did the patient open it? Did they finish it? Did the document post to the EHR?

Before you begin

• Access to Config > Registration.

Open the Activity Log

1. Go to Config > Registration.
2. Click the Activity Log tab.

Read the results

Each row represents one form submission record:

• Form — the name of the registration form or survey.
• Type — whether it's a Registration Form or Post Visit Survey.
• Patient — the patient tied to that form.
• Appointment — the related appointment date and type.
• Created — the date the form record was created.
• Status — the current stage of the form.

What the statuses mean:

• Assigned — assigned, but not sent or started yet.
• Sent — sent to the patient.
• In Progress — the patient has opened it or started filling it out.
• Submitted — the patient completed and submitted it.
• Marked Complete — manually or system-marked complete without a normal submission.

Search, sort, and page through the log

• Use the search box at the top to search by patient name or form title — the fastest way to find one patient's form activity.
• Sort by clicking the Type or Created column headers. Click once to sort, click again to reverse.
• If there are many records, use the page controls at the top to move between pages.

Open form history

1. Click anywhere on a row, or click the Actions menu on the row and choose View History.
2. This opens the Form History window for that submission, where you can review the patient, form name, related appointment, any generated documents, whether documents were posted to the EHR, and the full activity timeline.

What the activity timeline shows

The timeline shows what happened to the form over time: Form Assigned, Form Sent, Form Opened, Partially Filled Out, Form Submitted, and Marked Complete. If the form was sent, the history can also show whether it went by SMS or Email and the message that was used.