Once submissions come in, you need to work with them: fix a misspelled name, delete test entries, export a batch, or archive last quarter. All of it happens in the dashboard.
Editing Submissions
Instead of asking a patient to resubmit, edit the response directly. Open the submission, click Edit, change it, save. Every field type is editable, including e-signatures (replaced with a new one). The audit log records who changed what and when.
Deleting Submissions
Delete one submission from the action menu, or select several and delete them together. Deletions are permanent, with no undo. If you might need the data later, archive instead.
Bulk Actions
Select submissions with checkboxes (or "Select All"), then:
- Delete Selected
- Archive Selected: out of view, data kept
- Export Selected: download as CSV
Typical uses: clearing test data before go-live, archiving a past quarter, exporting a date range for reporting.
Search
The search bar filters across all field data as you type: a name, an email, any value. It ignores capitalization.
CSV Export
Export all submissions or a selection to CSV for Excel or Google Sheets. The file includes every response, timestamps, and metadata.
Keeping Data Clean
- Delete test data before going live.
- Archive instead of deleting when in doubt.
- Review submissions weekly for duplicates, incomplete entries, and spam.
- Note why you edited a submission when it matters for compliance. The audit log already captures what and when.
Permissions
Team roles control who can edit, export, or delete submissions. Every action is logged, and data stays encrypted throughout.
Related: HIPAA compliance
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