Submissions & Review
Review responses, assign reviewers, flag submissions, and track completion metadata.
5 questions
Open any form and go to its Submissions tab:
- See a list of all responses with patient name, timestamp, and status (submitted, reviewed, or flagged)
- Click into any submission to see the full response with every field value
- Mark as reviewed, add notes, flag for follow-up, or assign to a team member
Yes. From the submission detail view:
- Assign it to any team member on your organization
- The assigned reviewer's name is displayed on the submission
- Filter the submissions list by reviewer or review status
Useful for dividing intake review across providers or staff.
Every submission records detailed context:
- Submission timestamp and completion duration
- Pages viewed (for multi-page forms)
- Device and browser information (via user agent)
- IP address and session ID
- Review status with reviewer name
Yes. Two notification methods:
- Email alerts — toggle "Email on new submission" in Form Settings and enter the notification address
- Webhook notifications — configure a submission.created webhook to push data to Slack, a dashboard, or any system in real-time
Yes. From the submission detail view, mark any submission as "flagged." Flagged submissions stand out with a visual indicator in the list. Use this for incomplete answers that need a phone call, responses requiring clinical review, or anything needing attention before the patient's appointment.
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