Where can I see the form submitted by a client?

Do you need to review the form your client submitted to prepare for a consultation? It's easy to access this data in the Upvio dashboard.

 

To view submitted forms, follow these steps:

  1. Go to the Clients section.
  2. Select the client's name, like John Smith.
  3. Click on the fourth tab labeled Form Submissions.
  4. Review the details submitted by the client.
Check patient forms regularly for client-related updates and preferences.