Submissions & review

Review responses, assign reviewers, flag submissions, and track completion metadata.

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 (Front Desk): 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.

Still have a question?

Send us a message or book a demo and we will walk you through it.