Accessing Forms

Accessing channels is seamless allowing you to accessing sensitive information with HIPAA compliance at the in a few steps.

Step 1: While on the dashboard as shown in Fig. 1 click on the double arrow to access the channel view.

Fig. 1



Step 2:  Once in the channel view, click the plus sign in the bottom left corner as shown in Fig. 2.

Fig. 2



Step 3:  Click on “insert a form” to view forms assigned to the channel as shown in Fig. 3

Fig. 3



Step 4:   Select a form from assigned forms to be viewed in the channel as shown in Fig. 4

Fig. 4



Step 5:   View form in the channel or select from an existing form as shown in Fig. 5.

Fig. 5